Britixo CRMBritixo CRMEnterprise Help Centre
Ctrl K
Property & Compliance Management

Troubleshoot an empty report or dashboard

Check permission, filters, date/status data and source record scope.

Reviewed 27 October 2026Merged module 2.1.3
Where to goAdmin Area → Dashboard / Reports

Before you start

Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data.

Follow these steps

  1. Open the named dashboard, report or activity view.
  2. Check permission, filters, date/status data and source record scope.
  3. Do not assume zero means no records until filters/ownership are verified.
  4. The displayed figures can be reconciled to the selected scope and underlying records.

Fields, rules and limits

  • Do not assume zero means no records until filters/ownership are verified.

Check it worked

The displayed figures can be reconciled to the selected scope and underlying records.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Do not assume zero means no records until filters/ownership are verified.

Why is the record or action unavailable?

Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data. Check the current company and record relationship before requesting additional access.