Tips, Tricks & Best Practices

DTeter
Participante

Empty records showing up in Download

I Have records showing up in the download that i cannot find in the online data base.  They have a record ID but no information. I would like to find out where they are since they are messing with my reporting.  The deal name is a date on 12 records, no name on the others.  When I search the record number, nothing comes up in my deal board.

DTeter_0-1680290977261.png

 

0 Me gusta
3 Respuestas 3
sherrychen
Participante

Empty records showing up in Download

Hi @DTeter ,

 

It is possible that those deals missing pipeline or deal stage, which is why it is unsearchable from the dashboard. It might be created via workflow. Maybe you can try open those deals directly in hubspot by manually concatenate urls:

 

https://app.hubspot.com/contacts/{your hubspot portal id}/deal/{your deal record id} 

 

You can then delete them if it is wrongly created.

 

Hope it can be helpful

SC

 

DTeter
Participante

Empty records showing up in Download

Thank you that helped, and was easy.  Also a good start to possibly modify for other searches. 

0 Me gusta
Ben_M
Asesor destacado

Empty records showing up in Download

It's difficult to tell with this information alone. It could be with how you are setting the deals, potentially a workflow could be involved. You are going to need to have someone go into your instance to look into this further.