The webinar covers three common mistakes users make when working with the Apricot report builder: dealing with red error messages, properly connecting form relationships, and managing filter logic. Red error messages often occur when a field has been deactivated or removed from a form. The solution is typically to republish the report, which automatically repairs the issue. Incorrectly setting up the root form and connected forms can lead to duplicated data in reports. Ensuring the hierarchy of forms is properly established and linking the forms using the associated linking field is crucial for accurate reporting.
The webinar also emphasizes the importance of crafting accurate filter logic within reports. When filters are not properly enclosed in parentheses, the software may return data outside the desired date range or parameters. Understanding how to structure the filter logic, using "and" and "or" conditions appropriately, helps users retrieve the precise data they need. The webinar provides resources, including knowledge base articles, to further support users in troubleshooting report-related challenges and implementing best practices for report building.
Troubleshooting Your Report Presentation Slides
