Some data is missing from my report. What steps can I take to troubleshoot on my side?

When the information in InsightSquared is not what you expect, there are a couple things you can do to investigate

  • Review your licensing page to see if the owner of the activity/opportunity/etc. is licensed.
  • Double check that the filters you are using are the same in InsightSquared and in your source system.
  • If a recent update was made, make sure you've given your portal the necessary time for the data to refresh.
  • If activity counts are different, first confirm the missing activities are mapped in InsightSquared. Also, check out our Support Library for more detailed information on troubleshooting missing activities.

If you've taken these steps and are still seeing a discrepancy, please let us know and we will gladly dig into the reason!

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