Dashboards & Reporting

LStClair
Participant

Report not showing full totals

SOLVE

We have a field where a company can say they are more than one type of farm. When I run a report on this data it doesn't show whole data. For example I know one farm type should show 228 farms but the report shows 23. I can't figure out why this is. Could it be because they have more than one type selected? 

1 Accepted solution
MatthewShepherd
Solution
Key Advisor

Report not showing full totals

SOLVE

Thanks @LStClair 

In the top left of the report, when you click Filters, which filters are set? If you extend the date range or remove other filters does your contact number increase? If not, can you share a screenshot of your filters?

 

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

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8 Replies 8
LStClair
Participant

Report not showing full totals

SOLVE

@MatthewShepherd  thank you for your time in responding today. It was very good of you. 

LStClair
Participant

Report not showing full totals

SOLVE

@MatthewShepherd I've just realised I had a date filter in the setting. 🙈

0 Upvotes
MatthewShepherd
Key Advisor

Report not showing full totals

SOLVE

@LStClair no problem! Thought it might be something along those lines.  Hopefully, your numbers match up now. If they do could you mark the above as the solution? Thanks.

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
0 Upvotes
MatthewShepherd
Solution
Key Advisor

Report not showing full totals

SOLVE

Thanks @LStClair 

In the top left of the report, when you click Filters, which filters are set? If you extend the date range or remove other filters does your contact number increase? If not, can you share a screenshot of your filters?

 

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
MatthewShepherd
Key Advisor

Report not showing full totals

SOLVE

Hi @LStClair 

OK, can you share a screenshot of your list criteria?

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
LStClair
Participant

Report not showing full totals

SOLVE

Hi @MatthewShepherd 

 

This is my screen shot of properties 

 

LStClair_0-1610460936495.png

This is my visualisation

 

LStClair_1-1610460987328.png

 

 

When I create a company list based on just Suckler herd I get 323 companies. In the report I get 23.

 

 

0 Upvotes
MatthewShepherd
Key Advisor

Report not showing full totals

SOLVE

Hi @LStClair 

How are you reporting on these field values? Is it a list, custom report, or dashboard report? My first thought is perhaps something is filtering the data? If you can share more details on how you are creating this report or a screenshot, I might be able to help troubleshoot.

Matthew Shepherd

Freelance HubSpot Consultant
CRM Consultant | SEO Specialist

Did my post help answer your query?Help the community by marking it as a solution.
LStClair
Participant

Report not showing full totals

SOLVE

Hi @MatthewShepherd 

 

I'm just creating a custom report that show companies and what farm type they are. Even when I go into lists and create it from there I still don't get the same number as my original Excel list. 

0 Upvotes