Limits and Troubleshooting
Limits
| Limit | Value |
|---|---|
| Dimensions in a summary report | 5 |
| Columns in a list report | 50 |
| Metrics | 10 |
| Filter conditions | 50 |
| Saved sort levels | 3 |
| Row-grouping (section) levels | 2 |
| Rows per page | 25 |
| Groups returned by a summary report | 1,000 |
| Rows in an Excel export | 10,000 |
| Dimensions a chart can use | 2 |
Warnings
Yellow warnings appear above the results. They mean the report ran, but something in it could not be honored. The report is still valid — the warning tells you what to fix.
| Warning | Cause | Fix |
|---|---|---|
| Results were truncated to 1000 groups. | The grouping produced more than 1,000 combinations | Add filters, or group by a coarser field (Month instead of Day, for example) |
| Grouping on "…" is not supported and was skipped. | Grouped by a multi-value field, which holds several values per record | Use it as a filter or a list column instead |
| Measure on "…" is not supported and was skipped. | Measured a field with no single value to measure | Choose a number, money, or date field |
| Sum / Average requires a number or money field… | The metric's field type doesn't fit the function | Change the function, or pick a numeric field |
| Min / Max requires a number, money, or date field… | Same, for Min and Max | Change the function, or pick a supported field |
| Date grouping was ignored for non-date field "…". | A date bucket is stored against a field that is no longer a date | Re-pick the dimension |
| A cost field is missing from the results | You don't hold View Project Costs | Ask an administrator for the permission |
Warnings also travel with a full export — the notification email lists any the export run produced.
Common Problems
The preview never appears
The preview only runs once the report has at least one dimension or metric. Until then the editor shows Add a dimension to get started.
"The preview could not be loaded — check the report setup."
The configuration was rejected. The usual causes:
- A summary report with dimensions but no metric — grouped reports need at least one measure
- More than 50 columns, 5 groupings, 10 metrics, or 50 filter conditions
Remove the excess and the preview resumes.
No rows come back
No rows match — try loosening the filters means the query ran and matched nothing. Check for:
- Conflicting conditions under Matching ALL conditions — try Matching ANY condition
- A relative date period narrower than you meant (Today rather than This Month)
- A filter on a field that is empty for most records — an Is unknown check will confirm
A chart option is greyed out
Charts need one or two dimensions. The tooltip on the disabled button says which condition isn't met: Add a dimension for the chart axis, or Charts support up to two dimensions.
A saved chart shows a message instead of a chart
The saved report has more than two dimensions. Open it in the editor and remove one, or view the results as a table.
Clicking a row does nothing
Only Projects, Contacts, Purchase Orders, and Quotes have a single-record page to open. Contract, Permit, and Activity rows are intentionally not clickable.
The report shows more rows than the group count in a section header
It doesn't — a page is a window onto the section. Section counts and totals are calculated over the whole section, not from the rows currently rendered.
I can't edit a report someone shared with me
Only the report's creator (or a user with Manage Reports) can edit it. Use Duplicate to get an editable private copy.
A field I need isn't in the picker
Check that:
- You are looking under the right relationship heading — related record fields are grouped separately
- The field is enabled for your company (custom fields are configured in Settings)
- The field type suits what you are doing — a metric's picker only lists field types that function accepts
- The field isn't a cost field you lack View Project Costs for
My export never arrived
Full exports are emailed when the background job finishes. Large reports take longer. If you receive an email saying the export was skipped, the report stopped being shared with you between requesting the export and it running.
Best Practices
- Filter before you group. A tight filter is what keeps a report under the 1,000-group cap and fast to run.
- Use relative date periods so a saved report stays current instead of aging into a snapshot.
- Order dimensions deliberately — the order drives columns, grouping, section banding, and the chart axis.
- Duplicate rather than rebuild when adapting a report someone else owns.
- Name reports for what they answer, not for how they are built — "Won projects by salesperson, this year" beats "Project report 3".