Use this troubleshooting page to quickly isolate reporting issues and apply the right fix.
Cannot open Reports module
- Check View Reports permission.
- If login redirects or SSO errors occur, resolve SSO first, then retry reports.
Create actions are hidden or disabled
- Check Create Reports permission.
- If inside a folder, confirm folder-level create/edit allowance.
Can view but cannot edit
- You likely have View share only.
- Request Edit access and confirm Edit Reports is enabled.
Share button missing
- You need item share authority (
can_share) and usually Edit Reports. - Ask owner/admin to grant share-capable access.
Report preview returns no data
- Validate source (Report Type/Base Table), selected fields, and filters.
- If using ADV filter logic, validate expression syntax and filter indexes.
- Refresh preview after pending changes.
Formula errors
- Validate formula expression and return type compatibility.
- Check reference tokens and remove circular dependencies.
- Use AI assist for draft help, then run validation again.
Dashboard common filters are limited
- Only fields common across all selected reports are eligible as common filters.
- Add compatible reports or simplify card mix to widen filter options.
Move/clone/delete fails
- Check item-level manage/edit rights.
- Check global permissions: Edit Reports and Delete Reports.
Export fails
- Check Export Reports permission.
- Export max is 50,000 rows per job.
- Narrow date range/filters and retry.
Access denied on report/dashboard
- Use in-app request access (View or Edit).
- Add a short comment to speed owner approval.