Skip to main content

Colleague missing from the reports

Troubleshooting for a missing data point in your reports

Updated this week

To be included in the reports tables, such as the Pipeline or Conversion table, a user needs to have sent at least 1 proposal in that period. If they haven't, this could be why they are not appearing in the report.

Remember also that they need to have sent/had the proposal accepted at least one hour before. So, if they have sent a proposal, but it within the same hour as you are searching the report, just check in at a later stage and you should be able to find it. The insights data is refreshed every hour.

Still not able to find it? Write us a message in the chat and we will be happy to assist you!

Did this answer your question?