When numbers don't match what you expect, the first instinct is usually to question the data. In most cases, the filters are the actual cause. Dashboard filters control which records are included in the view. A filter that's too narrow hides important data. A filter that's too broad adds noise, making trends harder to see.
Checking filters first helps you find the real answer faster and avoid investigating a problem that doesn't exist.
In this article:
Understand what dashboard filters actually control.
Check default filter values before investigating issues.
Update the dashboard filters to see the desired results.
Find missing data by removing filters.
Understand what a dashboard filter does
A filter in a dashboard answers a question. It narrows the dataset so you can focus only on the information that helps you reach your goal or investigate a specific scenario.
When you apply filters, you are shaping the story the data tells. If filters are too strict, you may hide important data. If filters are too broad, you may include noise that makes trends harder to see.
Filters also affect exports. Data in a downloaded report reflects the filters that were applied at the time of export.
Check default filter values first
Some dashboards load with filters already selected, most often Yes/No values.
Before assuming data on the dashboard is missing or incorrect:
Review every active filter at the top of the dashboard.
Check the values of the default Yes/No filters.
Confirm they match the question you are trying to answer.
A default filter can exclude records, making the dashboard look wrong, even when the data actually exists.
Fix common issues with dashboard data
Follow the guidance below to fix some common issues you might encounter when working with the dashboards in Data Hub.
Data looks wrong or doesn't match expectations
Start with the filters currently applied before assuming a data issue. Work through these steps:
Check the selected date or period range.
Check the selected location(s).
Review all other active filters.
Remove filters that are not required for your question.
In many cases, the mismatch comes from an overly specific filter rather than incorrect data.
Data is missing from a dashboard
If you expect to see a record but it isn't there, work through the following.
Step 1: Confirm the item exists
Ensure the item actually exists in the system. A dashboard cannot show data that doesn't exist. For example, to investigate missing data for the following items, check the respective page on the Admin Portal:
Resource → Check under Space > [Resource name]
Plan → Check under Billing > Plans
Invoice → Check under Billing > Invoices
Membership → Check under Operations > Memberships
Customer → Check under Operations > Companies or Members
If the item is missing at this level, it was probably deleted. You have found the reason for the missing data.
Step 2: Remove filters gradually
If the item exists but is not visible on the dashboard, start expanding the dataset. Remove filters one at a time, starting with the most specific. For example:
Remove the Plan filter first.
Then remove Revenue Account filter.
Extend the Date Range if the item still doesn't appear.
Tip: Don't clear all filters at once when investigating. Remove them one by one and watch what changes. This keeps your context intact and helps you pinpoint exactly which filter is excluding the data.
Use tables and drill-downs to investigate further
When a number looks unexpected, the tables inside each dashboard are your best tool for digging deeper. Most values in the tables are clickable:
Select a value to open an expanded view with a detailed breakdown of that metric:
