Who is this article for?
Owners, managers, accountants, and support-facing team members investigating reporting problems.
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Troubleshoot reporting issues quickly so your team can keep sales, transaction, and exported report review accurate.
Before you begin
- Identify the exact report issue first
- Confirm whether the problem is about live visibility, sales totals, transactions, filters, or exports
- Make sure you are reviewing the correct location and reporting period
- Use report data, not memory, as the starting point for troubleshooting
Steps
- Open the report area related to the issue.
- Confirm the selected location, date range, and report type.
- Review whether the issue is in live sales, sales reports, transaction reports, or exports.
- Recheck the visible report context before assuming data is missing or wrong.
- Refresh or reopen the report if needed.
- Compare the report with the relevant operational source, such as transactions or close-of-day review.
- Escalate internally or to Selio Support if the issue continues after context, filter, and source validation.
Troubleshooting
- Numbers look wrong: Recheck the date range, location, and report type first.
- Live sales and final reports do not feel the same: Use live reporting for current visibility and structured reports for validated review.
- A report looks empty: Confirm there was actual activity for that period and the correct filters are in place.
- The exported report seems different from the screen: Recheck the exact report version and filters before escalating.
- Managers jump to conclusions too fast: Always validate the report context before interpreting the data.
