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Product screenshot showing reporting dashboards, filters, sharing, and report controls. Filters and time ranges are the most common reason two people see different reporting results. Check them before comparing charts.

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Time ranges

Reporting supports:
  • No filter
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom range
Chart Builder saves a chart-level time range. Dashboards can also apply a temporary dashboard-level time range while you are viewing that dashboard. The dashboard-level range changes the current view; it does not rewrite every saved chart configuration.

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Field filters

Filters are built from reporting fields:
  • Picklist and sentence fields filter by selected values.
  • Numerical fields filter by configured ranges.
  • Rubric charts support a smaller set of filters, such as user, deal stage, and amount.
  • Correspondence count can filter to meetings or emails when that mode is enabled.
If a filter disappears after changing the main category, the new category may not support that filter.

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Drilldowns

Charts can expose drilldowns into clusters, subclusters, representative sentences, or supporting details depending on the field type and view. Use drilldowns to inspect source context before treating a chart as a coaching or forecasting conclusion. Shared chart and dashboard links may not expose every authenticated detail view.

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When results look wrong

  • Clear the dashboard-level time range.
  • Check the chart’s saved time range.
  • Remove filters one at a time.
  • Confirm the field has data for the selected period.
  • Check whether the chart is using a rubric, revenue view, correspondence type, or selected subcluster.
  • If the chart is shared, open the authenticated dashboard to compare the full view.
Last modified on June 8, 2026