Zoho CRM reports and dashboards blank or wrong? Ten common causes to check
Empty Zoho CRM reports or odd-looking dashboards often reflect how the system was configured rather than a fault, usually involving record visibility, folder access or saved filters. Reports only display records the viewing user can already access in the primary module, and default sharing rules, including the "Superiors Allowed" option, can limit what managers see. Access to a report depends on its owner, sharing settings and folder permissions, and a user lacking module permissions for either the parent or child module cannot view a combined report. Field-level security can hide dashboard charts from users without access to the underlying field, and each user can apply personal filter values, so figures may differ between viewers. The guidance also covers locked or privately shared dashboards, the 30-day Recently Deleted window, and export row limits that vary by edition.
This is an AI-generated summary. ShortSingh links to the original source for the complete article.



Discussion (0)
Log in to join the discussion and vote.
Log in