Troubleshooting
First checks
Escalation
Troubleshooting: Missing Reports
Use this guide when a report, export, dashboard number, financial view, inventory report, or filtered result is missing or looks incomplete.
Reports depend on permissions, filters, dates, statuses, branches, warehouses, source records, and posting or sync state. A missing report may be an access issue, while missing rows usually come from filters or record status.
First Checks
- Confirm your role can view the report and export it if needed.
- Check date range, branch, warehouse, customer, vendor, item, payment method, and status filters.
- Confirm whether records are draft, approved, posted, cancelled, paid, pending, synced, or closed.
- Compare the report with the source record list using the same filters.
- Refresh after saving or posting records if the report was open already.
- Ask finance/admin to confirm whether the report contains restricted data.
Common Causes
| Problem | Likely Cause | What To Check |
|---|---|---|
| Report menu missing | Role does not include report access. | Ask organization admin to review role. |
| Rows missing | Date, branch, warehouse, status, or entity filter hides them. | Reset filters and add one filter at a time. |
| Totals differ | Reports include different statuses or cut-off times. | Compare filters and source record state. |
| Export missing | Export permission is restricted. | Ask admin or finance lead. |
| Finance report incomplete | Records not posted, paid, mapped, or synced. | Check source status and sync logs. |
Common Mistakes
- Comparing reports with different date ranges.
- Forgetting branch or warehouse filters.
- Expecting draft or pending records in a posted-only report.
- Exporting before checking on-screen totals.
Report support format: Include report name, filters, date range, expected value, actual value, and example record numbers.
Support escalation
Open support guide
Need help with this topic?
Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.