If numbers don’t match what you expect, the first reaction is usually to double-check dates, locations, or other filters. Keep in mind that everything is working as intended, and the selected filters shape what you see.
Dashboard filters determine which data is included and which is excluded from view. If a filter is too narrow, important records can disappear. If it is too broad, noise can hide the trend you are trying to confirm.
Understanding and checking filters first helps you answer the real question faster and avoid chasing the wrong issue.
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.
Data in exports is also affected by the filters applied at the time of export.
Check default filter values first
Some dashboards load with filters already selected, most often Yes or 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 does not match expectations
If the data looks off or does not match other reports, start your investigation with the filters that are currently applied.
Follow 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 a data issue.
Data is missing from a dashboard
If you expect to see something but it is not there, work through these steps.
Step 1: Confirm the item exists
Ensure the item actually exists in the system. A dashboard cannot show data that does not 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, 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.
You could also extend the Date Range to see if the item will pop up.
This makes it easier to see which filter is hiding the data.
Practical investigation tips
1.
If you are not sure which filter is causing the issue, do not clear everything at once.
Remove filters one by one and watch what changes. This helps you pinpoint the exact filter that is excluding the data, so you don't lose context while investigating.
2.
Use the tables in the dashboards to further investigate data. Most of the values in these tables are clickable:
Click a value to see an expanded view with more details for the respective metric:
