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How to Fix Multiple Lead Source Conditions Returning Zero Results in Reports (CRM)

This guide helps resolve an issue where adding multiple Lead Source conditions to a report causes it to return zero results, even when data should be available.

Symptom/Error

When building a report and adding a second Lead Source condition to filter data, the report returns zero results upon execution. This happens even though individual Lead Source conditions work correctly when used alone.

Example of multiple conditions causing logic conflict

Cause

This occurs due to conflicting Boolean logic when multiple Lead Source conditions are added to the "All" section of the report filters. The system interprets this as "Lead Source must equal Option A AND Lead Source must equal Option B," which is impossible for a single record to satisfy.

Solution

Instead of adding separate Lead Source conditions, use the "Or" operator within a single Lead Source condition:

  1. Remove Extra Lead Source Conditions: Delete any additional Lead Source conditions you've added to the report.

  2. Edit the Single Lead Source Condition: Click on your remaining Lead Source condition to open the configuration.

  3. Add Multiple Options: Within the single condition, add all the Lead Source options you want to include using the "Or" operator.

  4. Save and Test: Save your report configuration and run the report to verify it returns the expected results.

Using Or operator within single condition


Verification / Expected Result

After implementing this solution:

  • Your report should display records matching any of the specified Lead Source options

  • The record count should reflect the actual data in your system

  • The report will execute successfully without returning zero results

Troubleshooting / Common Errors

  • Still Getting Zero Results: Verify that the Lead Source values you're filtering for actually exist in your data. Check individual records to confirm the exact spelling and format of Lead Source names.

  • Too Many Results: Double-check that you haven't accidentally moved conditions to the "Any" section, which would broaden your results significantly.

  • Condition Not Saving: Ensure you're clicking "Apply" or "Save" after configuring the Lead Source condition with multiple options.

Related Resources

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