Reports · Questions
Reports: common questions
Missing metrics, who sees your dashboards and why their numbers differ, periods and comparisons, and exporting numbers.
Common questions
- Why is a metric missing from the list?
Its module is switched off, or your role cannot see that module. Switch modules on in Marketplace; an owner or admin sets what each role can see.
- Who can see my dashboards?
Everyone in your workspace who can open Reports. Each of them sees the numbers their own role allows, and a widget built on a metric someone’s role cannot see tells them so instead of showing numbers.
- Can I compare with last month or last year?
A “Single number” widget compares with the period of the same length just before the one you picked. Other charts show the chosen period only.
- Can I export a dashboard?
Not as a file. Press “Table” on any chart to read its numbers, or schedule the dashboard to arrive by email. Saved reports can be downloaded with “Export CSV”.
- Can I choose the time a scheduled email is sent?
Yes. Pick it under “Hour” when you schedule it; it is your workspace’s time, and it stays put when the clocks change. Weekly digests go on Mondays and monthly ones on the 1st.
- Why do I see only some saved reports?
Your role may show you only the reports you or your team created. An owner or admin sets that for each role.
- Why does a colleague get different numbers from the same report?
A report counts only the records the reader’s role lets them see. Someone whose role covers only their team’s deals sees their team’s totals; someone with “All records” sees the whole workspace’s.
- Why does a saved report show no numbers for me?
It counts records from a module your role cannot view, such as invoices without access to Invoicing, so Setvos does not run it for you and says why in place of the chart. An owner or admin can change what your role sees in Settings › Roles & permissions; then press “Try again”.
Read next
Reports: dashboards, saved reports and scheduled emails
See your key numbers on dashboards, build and save your own charts, and have them emailed every day, week or month.
Build a dashboard
Put the numbers you check every day on one page, choose how each is shown, and look at any period in one click.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Switch modules on and off
Choose which parts of Setvos this workspace uses. Switching a module off hides it for everyone and never deletes its data.
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