Troubleshoot Real Estate reports
Check real_report access, period/status filters, ownership and source dates/values.
Where to goProperties Management → Reports → Reports
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Check real_report access, period/status filters, ownership and source dates/values.
- Reconcile to source records.
- The issue is resolved or can be escalated with a precise record reference and reproducible error.
Fields, rules and limits
- Reconcile to source records.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
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?
Reconcile to source records.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.