Symptom/Error
Reports you previously created or accessed no longer appear in your Reports list
Reports that were working fine suddenly become inaccessible
Team members cannot see reports that were shared with them
Reports are missing from dashboard widgets even though they exist in the system
Cause
When reports disappear after sharing or editing, it's typically because your user profile isn't included in the report's Visibility settings. Reports in Dazos have specific user visibility controls, and if your user profile isn't added to a report's visibility list, you won't see it in your report list or dashboards.
Solution
An administrator needs to edit the report settings and add your user to the Visibility section. Follow these steps:
For Administrators:
Navigate to the Reports module in Dazos CRM
Locate the missing report (it may still exist in the system, but not be visible to the affected user)
Open the report settings or edit the report
Find the Visibility or User Access section
Add the affected user(s) to the report's visibility list
Save the changes
Pin the report for the user if needed for easier access
For Users:
Contact your Dazos administrator and explain that specific reports have disappeared
Provide the names of the missing reports (e.g., "Pending Admits by Rep", "Pending Admits by Facility")
Ask them to check the Visibility settings for those reports
Once the administrator adds you to the visibility list, refresh your browser page
Check your Reports list; the missing reports should now appear
Verification / Expected Result
After the administrator adds you to the report's visibility settings, you should see:
✅ Missing reports appear back in your Reports list
✅ Reports are accessible and display data correctly
✅ Reports appear on relevant dashboards if they were previously configured there
✅ All shared team members can access the reports as intended
💡 Prevention Tips
When sharing reports, always include yourself in the Visibility settings to maintain access
Document which users need access to specific reports before making changes
Test report visibility after sharing to ensure all intended users can access it
When to Contact Support
Contact Dazos Support if:
Reports are still missing after the administrator has confirmed visibility settings are correct
You continue to experience reports disappearing frequently
Multiple reports across different modules are affected
The visibility settings appear correct but users still cannot access reports
Related Resources
How to Build Reports in Dazos CRM
User Management and Permissions Guide
Dashboard Configuration and Report Widgets