Create and Customize
Reports with Filters
and Data Sources

A data source determines what type of records your report is built from (for example, contacts, applicants, tasks, etc.). It controls which fields/columns and filters are available in the report builder—so choosing the correct data source is the first and most important step.

From the Reports list, open the report’s Actions menu and use options such as:

● Edit (change fields/filters)

● Clone (make a copy and adjust without affecting the original)

● Delete (remove obsolete reports, if permitted)

Use Clone from the report’s Actions menu. Cloning preserves the original report for continuity, while allowing you to adjust fields, filters, and naming safely on the copied version.

Most often, this happens because the filters are too restrictive or use the wrong operator/value. Check:

● Date ranges (start/end dates)

● Status or category filters

● “Equals” vs “Contains” vs “Between” Also confirm you selected the correct data source, since the same field name can behave differently across sources.