Troubleshoot reporting

Troubleshoot Reporting

Use this article to resolve common issues when viewing, creating, running, scheduling, or downloading reports in Applaud.

Before you begin

Before troubleshooting a specific issue:

• Sign out of Applaud and sign back in.
• Clear your browser cache or open an Incognito window.
• Ensure your browser allows pop-ups and file downloads for your Applaud environment.

Reporting isn't available

If Reporting doesn't appear in the Admin home menu:

• Verify that Reporting is enabled for your tenant.
• Ensure you have access to at least one reportable data source.
• Confirm that you've been assigned the appropriate reporting permissions.

To create and manage shared reports, you must have the Report Creator role. Employees who only need to run shared reports don't require this role.

I can't find a report

If a report doesn't appear in the Report library:

• Confirm that the report has been shared with you.
• Check My reports, Shared reports, and Standard reports.
• Verify that the report hasn't been archived or deleted.
• Ensure you have permission to access the underlying report data.

If you're the report owner, verify that the report is shared with the appropriate users or security roles.

I don't have access to report data

If you receive a message indicating that no reportable data is available:

• Verify that the required reportable object is active.
• Confirm that your security role has permission to access the reportable object.

If the reportable object doesn't restrict access by role, it's available to all authenticated users.

I can't open Report builder

If Report builder doesn't load or displays a metadata error:

• Refresh the page.
• Verify that you still have permission to access the selected report.
• Open a different report to determine whether the issue affects only one report.

If multiple users experience the same issue, contact Applaud Support.

I can't save a report

If you can't save a report, check the following:

• Enter a report name.
• Ensure you've selected at least one data field.
• Verify that any filters, parameters, sorting, or grouping reference valid fields.
• Check that fields, filters, sorting, grouping, and parameters haven't been removed or renamed since the report was created.
• For summary reports, remove duplicate aggregated columns and verify that each aggregation is configured correctly.
• Don't apply role-based access to a Personal report.
• Confirm that a Personal report isn't being saved to a shared folder, and vice versa.
• Ensure the report doesn't exceed platform limits:
  • Up to 50 columns.
  • Up to 20 parameters.
  • Up to 20 filter conditions.

Standard reports are read-only. To modify a standard report, select Save as to create a copy.

I can't preview a report

If you encounter an "Unable to preview report" warning:

• Ensure you've selected at least one data field.
• Enter values for all required parameters.
• Verify that filter values are valid.
• Remove recently added filters or grouping to identify whether a specific configuration is causing the issue.

My report is taking a long time to run

Large reports can take longer to process.

If a report remains in Queued or Processing for an extended period, review the report details, note them, and contact Applaud Support.

My report failed

If a report finishes with a Failed status:

• Review the error details in Report runs.
• Verify that all filters and parameters are valid.
• Confirm that you still have permission to access the report data.
• Reduce the amount of data returned by narrowing the date range or applying additional filters.
• Retry the report.

If the report continues to fail, contact Applaud Support.

My report doesn't contain the expected data

If the report contains fewer records than expected:

• Review the report filters and parameters.
• Verify the selected date range and time zone.
• Check whether grouping or summary calculations are combining records.
• Confirm that your reporting permissions allow access to all expected records.

Remember that reports only return data you're authorized to view.

I can't download a report

If a completed report won't download:

• Confirm that the report status is Completed.
• Download the report from Report runs instead of using an older saved link.
• If the download link has expired, run the report again to generate a new file.

A scheduled report didn't run

If a scheduled report doesn't execute:

• Confirm that the schedule is Active.
• Verify the schedule frequency, start time, and time zone.
• Review the Next run time.
• Ensure any required parameters have default values.
• Verify that the schedule owner still has access to the report.

Recipients didn't receive a scheduled report

If a scheduled report completed successfully but recipients didn't receive it:

• Verify the recipient email addresses.
• Ask recipients to check their spam or junk folders.
• Confirm that your organization's email security settings allow messages from Applaud.
• Check whether the generated file exceeds your organization's email attachment limits.

Contact Applaud Support

If you can't resolve the issue, collect the following information before contacting Applaud Support:

• Report name
• Report run ID
• Schedule ID (if applicable).
• Date, time, and time zone of the issue.
• Report status and any error messages.
• Output format
• Whether the issue affects one user or multiple users.
• Steps to reproduce the issue.
• A screenshot of the error, if available.

Related articles

• How reporting permissions work
• Manage reporting access

Reference

• Reporting metrics reference