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Troubleshoot Reports

Who is this article for?

Owners, managers, accountants, and support-facing team members investigating reporting problems.

Troubleshoot Reports

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

  1. Open the report area related to the issue.
  2. Confirm the selected location, date range, and report type.
  3. Review whether the issue is in live sales, sales reports, transaction reports, or exports.
  4. Recheck the visible report context before assuming data is missing or wrong.
  5. Refresh or reopen the report if needed.
  6. Compare the report with the relevant operational source, such as transactions or close-of-day review.
  7. 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.