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A custom report is not showing expected records

This article explains what to do if a custom report that you have built in Access Recruitment CRM is not showing the results you expect.

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Written by Terence Cassidy
Updated over a week ago

Please check your filters in the report to make sure the expected records are not being filtered out.
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Please note it is possible to filter on fields that are not being displayed by the report.
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Check all currently applied filters

  1. Find your custom report and select it

  2. Click Edit

  3. Click the filter symbol at the top of the Report Builder column to the right of the Refresh Report Automatically text

  4. It will then display a list of all currently applied filters



To edit a filter

  1. Scroll to the field you want to edit/add/remove the filter to, please note, some fields allow you to expand them

  2. Click the filter icon next to the check box of the field you want to add/edit/remove the filter to

  3. Fill in the resulting dialogue box

  4. Click OK

  5. If you added a filter, The filter icon will change appearance to signify a filter is being applied

πŸ“Œ Note: The tick box next to fields is to display the data in your report, you do not have to display the field you want to filter on.

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Also, check the Associations if you have more than one entity selected under the Associations button.
If there is more than one option available you will be able to change them using the dropdown (if there is only one option this will be greyed out and not editable) and save by clicking the Save button.
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If the data that should be appearing still doesn't appear please contact us via the Access Digital Assistant, referencing the title of this article, stating the name of the report and details of the records that should or should not be appearing

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