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How to Fix Report Formula Errors and Special Characters in Column Names (CRM)

Symptom/Error

Reports fail to display data correctly or show calculation errors. Column names with special characters (like 'Conv %') or formula formatting errors in calculated columns prevent the report from functioning properly. The report may appear completely broken or show incorrect values.

Cause

Report calculation problems typically occur due to two main issues:

  • Formula formatting errors: Minor syntax errors in calculated column formulas prevent proper calculation

  • Special characters in column names: Characters like '%' in column names can break the report's underlying functionality

Solution

To fix report formula and special character issues:

  1. Identify problematic columns: Review the report to identify calculated columns that aren't working and column names containing special characters.

  2. Fix formula syntax errors: Correct any minor formatting errors in calculated column formulas to ensure proper calculation.

  3. Remove special characters from column names: Rename columns containing special characters like '%', '&', or other symbols. For example, change 'Conv %' to 'Conv Pct.'

  4. Test the report: Verify that it now displays data correctly, with all calculated values shown.

Verification

After completing the fixes, your report should:

  • Display all records with correct calculated values.

  • Show proper grouping and data organization.

  • Function without errors when refreshed or filtered

  • Maintain stable column names without special characters

Prevention

šŸ’” Tip: When creating new calculated columns or naming report columns, avoid using special characters like %, &, #, or @ in column names. Use abbreviated text alternatives instead (e.g., 'Pct' instead of '%', 'and' instead of '&').

Escalation

If the report continues to show errors after correcting formulas and removing special characters, contact Dazos Support with:

  • The specific report name is experiencing issues

  • Screenshots of any error messages

  • Details about which columns were problematic

  • Confirmation that you've corrected the formula syntax and removed special characters

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