Why report data might not match

Periods, permissions, pagination, currencies, and the verification process.

Last updated 20 days ago

If two reports differ, first check whether both users opened the same report and selected identical filters. Access rights—such as departments, organizations, and the scope of permitted records—may vary, so a shared report will not necessarily display the same number of rows.

Check the time period and its definition. "This month" updates automatically, whereas specific dates remain fixed. The date used for filtering is also crucial: document date, due date, posting date, closing date, or stage change date can yield vastly different results.

The summary calculates figures based on the entire selected dataset, whereas the table view may only show a single page. Some reports contain multiple rows per document—for example, based on line items or status changes. For financial figures, additionally verify the currency, exchange rate, credit terms, and rounding settings.

The report is recalculated using current data. If records were modified after a previous export, the report generated today may legitimately differ. To verify, narrow down the filters to a few known records, open them from the table, and compare their statuses, dates, responsible parties, and amounts.

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