An empty report may be caused by missing selections, data filters or access permissions. A loading error is a separate situation. Start by identifying whether the report asks you to complete fields, loads without the expected data or reports a loading error.
Open the settings for the correct report
These instructions apply to the browser reporting tool. Open Dashboard → Report pages. Select a report page from the selection field at the top of the page; you can search for it by typing its name. A single page may contain several reports.
In the title bar of the report you want to investigate, open Settings, marked with a gear icon. The time period and time grouping fields appear above the chart, and the other settings appear in the panel beside it. Use the options available in the report: not all reports contain the same fields.
The report asks for mandatory selections
The message Fill in all mandatory fields to generate the report lists the missing fields. Complete those specific fields in the settings. The report does not fetch data until the mandatory selections have been made. Clearing selections does not resolve this situation.
Also check Time period specification above the chart. If you select a date range, select both the start and end dates: entering only one date prevents the data from being fetched. When using daily grouping, both dates are required for a fixed or backward-rolling date range. For a time filter based on a single date, enter the date it requests.
In the Product costs report, also check All filters → Search criteria in the settings panel: at least one of the options Product use on a Task and Product use on a Service request must be enabled for data to be fetched.
The report loads, but expected data is missing
- Check the report's data and inclusion criteria. The information icon next to the report title shows a description if one has been provided. The report type determines which data and statuses are examined and which date is used to include data in the period. For example, task reports may use the due date, completion date or scheduling time. Creating a task during the selected period therefore does not, on its own, guarantee that it appears in the report. Not all reports have a separate option for choosing which date to use.
- Check the time period. Tme period for the data above the chart determines the period from which data is fetched. Time grouping for data determines the level of detail in the display, such as daily or monthly grouping. Changing the grouping alone does not extend the time period covered by the data. For a relative time period, also check Time period specification and the choice between Based on calendar periods and Starting from today. A relative period may change as time passes.
- Remove unnecessary filters. Check All filters in the settings panel and remove filters one at a time. Clear filters in a section clears its available filter fields and attempts to fetch the report again. It does not clear the time period or disabled fields. If you also clear a mandatory selection, make that selection again.
- Check visibility using the same user account. Find a known record that you expect to appear in the report in its own list, using the same login credentials. The report's data is restricted according to access permissions. Seeing the record in the list is a useful check, but it must also meet the report's time period, status criteria and other filters.
If the report warns about saved filters that you do not have permission to read, ask an administrator to check the saved selections. Selected filters may still affect the data even if you cannot see all the selected items in the filter's list. Another user's report with the same name may therefore show different data.
If needed, also see report time periods and filters and choosing a suitable report type.
Loading reports an error
The Year view option cannot be combined with Per day time grouping. Switch to Per month grouping, for example, or select a shorter fixed date range suitable for your purpose. This restriction applies specifically to the combination of year view and daily grouping.
For other loading errors, try a shorter time period or a coarser time grouping available in the report. Also check the range allowed by the date picker: in the data field value change report, this is restricted according to the grouping. A shorter period is a troubleshooting step, not a guaranteed fix for every error.
Verify the result and keep the settings you need
Changing selections starts a new data fetch once the required fields have been completed. Use a known record to check that the result matches the correct time period, data and filters. After a blocked or failed data fetch, the previous chart may remain visible, so seeing a chart alone does not confirm that the new fetch succeeded.
Close the settings panel by pressing Settings again, and check the result again. Automatic refresh skips reports whose settings panel is open.
Changing filters does not modify the original tasks, entries or other source data. Changing the view and saving the settings are separate actions. If the corrected filters need to be retained in the saved report, an administrator can use Save Settings in the report's title bar while the settings panel is open. After saving, make sure the correct selections are still in use when the report is reopened.
If the problem continues, provide an administrator or support with the report page name, report name, report type, time period including dates, time grouping, filters and the visible error message. Also explain which known record is missing and whether you can see it in its own list.
Do not delete the report page as a fix: deleting it also removes the page's reports and their saved settings without identifying the original cause.