Overview
This guide helps you resolve issues when creating reports with checkbox fields that break or show "No data available" despite using correct CASE WHEN statements.
Symptom/Error
You experience one or more of the following when trying to create reports with checkbox fields:
Report breaks completely when using CASE WHEN statements
"No data available" error displays despite records existing
All attempted CASE WHEN formulas cause the report to fail
Cause
Checkbox fields in the CRM use a different data structure than standard text or number fields. CASE WHEN statements cannot properly interpret checkbox values, which causes reports to break or return no data.
Solution
For checkbox fields in reports, avoid CASE WHEN statements entirely. Use the built-in checkbox operators instead.
Use These Operators for Checkbox Fields:
Field: Select your checkbox field name (e.g., "DWI - Needs Follow Up")
Operator: Choose one of these options:
Is Checked - for records where the checkbox is enabled/true
Not Checked - for records where the checkbox is disabled/false
Do NOT Use These CASE WHEN Examples:
CASE WHEN field_name ='True' THEN '1' ELSE '0' END
CASE WHEN field_name ='T' THEN '1' ELSE '0' END
CASE WHEN field_name ='1' THEN '1' ELSE '0' END
CASE WHEN field_name ='Enabled' THEN '1' ELSE '0' END
⚠️ Note: These formulas will always break checkbox field reports.
Verification / Expected Result
After using the correct "Is Checked" or "Not Checked" operators:
Your report should display data without errors
Records with checked/unchecked values appear correctly
No "No data available" messages
Escalation
If you're still experiencing issues after using the correct "Is Checked/Not Checked" operators, this may indicate a backend data interpretation problem that requires technical investigation.
Contact support when:
Standard checkbox operators don't work properly
Reports still break despite using "Is Checked/Not Checked"
Checkbox values aren't being interpreted correctly by the system
When contacting support, provide:
Report URL or ID
Exact checkbox field name
Screenshot of the error or "No data available" message
Related Resources
CRM Reporting Best Practices
Understanding Field Types in Reports
Custom Field Configuration Guide