---
title: How Do I Troubleshoot My Insights Data?
description: Before contacting JobNimbus Support for issues you may encounter, attempt the troubleshooting steps outlined in this article
---

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# How Do I Troubleshoot My Insights Data?

## Before contacting JobNimbus Support for issues you may encounter, attempt the troubleshooting steps outlined in this article

### Troubleshooting Data

1. **Check the last sync time** to verify that the data you are looking for has had time to sync to the report. 
     1. Please note that ***data is synced hourly,*** meaning that recently entered records may need time to reflect in your Insights data.  
        ![Settings JobNimbus 2023-08-01 at 8.49.45 AM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202023-08-01%20at%208.49.45%20AM.jpg?width=376&height=107&name=Settings%20JobNimbus%202023-08-01%20at%208.49.45%20AM.jpg)
2. Ensure that there are **no conflicting Filter combinations** that might be causing the issue.
   
     - For example, if you have filters set for "**Current Status - Lead**" *and* "**Current Stage - Sold**" simultaneously, you'll likely end up with no data displayed due to the conflicting nature of these filters.
       
       ![Screenshot 2023-12-21 at 2.59.49 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-12-21%20at%202.59.49%20PM.png?width=622&height=272&name=Screenshot%202023-12-21%20at%202.59.49%20PM.png)
     - If you see *No Data* under the **Sales Tab,** make certain you are using **JobNimbus financial documents, including Estimates and Invoices.**
3. **Review your workflows** and look out for any stages labelled **"None"** that might be impacting your data.
   
   ![9890a04f-3475-4126-bc84-f31230e9d7f0](https://support.jobnimbus.com/hs-fs/hubfs/9890a04f-3475-4126-bc84-f31230e9d7f0.png?width=688&height=415&name=9890a04f-3475-4126-bc84-f31230e9d7f0.png) 
     - [Click here](https://support.jobnimbus.com/how-do-my-workflows-work-with-insights?hsLang=en) to explore further details on how **workflows** can affect your data and how to optimize them for **accurate insights.**
4. **Identify any** **Jobs, Contacts, Estimate, etc**. that seem problematic.
   
     - [**Filter**](https://support.jobnimbus.com/how-do-i-use-insights-filters?hsLang=en) your view to that particular record in the **Sales Data** tab.
       
        
       
       ![Screenshot 2023-05-08 at 12.05.37 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-05-08%20at%2012.05.37%20PM.png?width=416&height=504&name=Screenshot%202023-05-08%20at%2012.05.37%20PM.png)
5. Double-check that the dates you've chosen align with the data you are hoping to analyze. **Adjusting the date range** may reveal the missing or conflicting information you are looking for.
   
   ![Screenshot 2023-05-08 at 12.18.12 PM](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202023-05-08%20at%2012.18.12%20PM.png?width=377&height=468&name=Screenshot%202023-05-08%20at%2012.18.12%20PM.png)
6. **Confirm that you have Estimates** for all relevant Jobs and Contacts you wish to include in your data. If there are missing Estimates for specific records, it can lead toincomplete or skewed insights. **Review your Estimates** to make sure there is no missing information.

**Tips:**

- **You must be using JobNimbus Financial documents in order for Insights data to reflect accurately.**
- Deleted financial records may show on the **Sales Data** Page if the Financial record was in the Draft, Sent, Open, or Approved Status when deleted. 
    - ***Best Practice*** - **Void** financial records to zero out the values on the record to prevent the record from reporting in Insights.
- Insights is restricted by **Sales Rep** for Limited Access Profiles. If a user has **Limited Access**, they will ***only*** be able to see Insights for Contacts/Jobs that they are assigned to as the **Sales Rep** as shown below.![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Nov-26-2024-10-21-43-7758-PM.png?width=427&height=229&name=image-png-Nov-26-2024-10-21-43-7758-PM.png) 
    - **[Group](https://support.jobnimbus.com/what-are-groups?hsLang=en) Managers** and **Assignees** are *not* currently supported.

 

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