Overview & background
When generating a report on the 'Tasks' tab on Fieldwire, which is a feature available to Premium users, it is possible to select certain report settings that result in the report missing key information or even producing no data at all.
Why is information missing from my report?
Example case - reports missing information
In the image below, there are five Task filters selected:
- 1 Assignee
- 1 Category
- 1 Hashtag
- 1 Status
- 1 Location
In order for the report to populate data, the 1 assignee would have to be related to a single category with 1 hashtag, 1 status and 1 location.
Such highly specific Filtering parameters may not result in the report you are seeking to generate.
How do I ensure the information appears in my report?
If you generate a report that is missing data or that does not generate any data at all, it can be helpful to eliminate certain Filters and re-send the report to see if that resolves the issue.
Filter setting adjustments:
- Retained single Assignee
- Increased number of Categories
- Removed filters for Hashtags
- Removed filters for Task Statuses
- Included all Locations
I kept the single Assignee and removed the 'Task filters' for Hashtags and Location and increased the number of Categories and Statuses.
The report ended up generating data and populating the intended results.
Tip: You can always add Filters if the reports you are generating are too large. A recommendation would be to start more general and then increase the Filters that are relevant.
Related article: For more information about how the reporting options Fieldwire offers, please refer to this article to learn more.