Report settings - dont understand error

[gelflex-cc]

Today I changed settings in reports to show "this week" rather than a rolling 30 days.

Please note, I have not created any filters for this.

Can anyone explain the error and where to go to adjust?

[jennysowyrda]

HI @gelflex-cc,

Do you have the option to choose the filter "is any of" instead of "is equal to"? Can you please try editing/updating the filter (either through updating or creating an additional filter and then deleting the old filter) to "is any of"? 

Thank you,
Jenny

[gelflex-cc]

@jennysowyrda It is not an available filter from the dashboard. The only changes I have ever made to the dashboard report filters is for time frame.  I dont know where the engagement filters are. 

[jennysowyrda]

Hi @gelflex-cc,

Can you please share which report specifically you are looking to change the filters on? 

If you can send screenshots from the general dashboard you're working in, as well as which report, that would be great!

Thank you,
Jenny

[gelflex-cc]

@jennysowyrda This is for productivity from the sales dashboard.

[jennysowyrda]

Hi @gelflex-cc,

Thank you for sharing and confirming where you are in the tool. Can you please confirm the issue occurs after clearing your cache and cookies and across multiple browsers? 

If it is, can you please collect a har file and send it to me? 

Thanks,
Jenny

[gelflex-cc]

Hi @jennysowyrda Happy Tuesday!

At the moment I am the only active user.  The error occurred consistently and then stopped.  The big issue is I don't know how to get to the engagement filters as they are greyed out. 

This version is Free.  Are the engagement filters paid?

Thanks.

[jennysowyrda]

Hi @gelflex-cc,

The filters should work for all subscription levels.

Thank you,
Jenny

[gelflex-cc]

@jennysowyrda 

HubSpot Free

Goal - understand the errors received to make proper adjustments for future

Email of sales dashboard has been set up and was working until today:

Went to dashboard and checked on incomplete task settings:

Error in engagement filters - these come with the reports not set by me.

What can I do to rectify this?

Thanks.

[jennysowyrda]

Hi @gelflex-cc,

The error will go away if you change the filter from "is equal to" to "is any of". If you do not have permissions to change the settings, can you please connect with your super admin to give you the necessary permissions? 

[gelflex-cc]

Where can those setting be located?

[jennysowyrda · Accepted solution]

Hi @gelflex-cc,

I think the restrictions may be due to the subscription level associated with the portal. As editing the filter would be creating a custom report, that exceeds the reporting available in the free subscription. 

I am going to connect with the team regarding this matter in regards to updating the messaging. Please know that while the error is there, it is not interfering with the functionality of the report. 

Thank you,

Jenny

[gelflex-cc]

@jennysowyrda THANK YOU.

[jennysowyrda]

Hi @gelflex-cc,

This issue can be resolved if you remove the widget and add it to your dashboard. 🙂 

Thank you,

Jenny

[gelflex-cc]

@jennysowyrda ??

[jennysowyrda]

Hi @gelflex-cc,

Were you able to remove and add the widget? That is the solution that team is suggesting for you (and other users) to resolve this issue 🙂 

Thanks,
Jenny

[gelflex-cc]

@jennysowyrda which widget? HubSpot sales in google chrome?

[jennysowyrda]

The incomplete tasks widget on your sales dashboard.