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Troubleshooting Empty Daily Census Reports with Incomplete Row Level Formulas (CRM)

Purpose

This guide helps you troubleshoot Daily Census reports that show no data due to incomplete Row Level Formula configurations.

Symptom/Error

Your Daily Census module report displays no data or appears completely empty, even though you know patient records should be showing. The report may load successfully but without any visible records or data points.

Cause

This issue is typically caused by incomplete Row Level Formulas in your report configuration. A common culprit is a CASE WHEN expression that was started but never completed.

Specifically, the problem occurs when a Row Level Formula contains:

  • Only "CASE WHEN" text with no fields selected

  • No expression is defined after the CASE WHEN statement

  • No function or logic was completed after the initial CASE WHEN

These incomplete formulas prevent the report from processing and displaying data, resulting in empty reports.

Solution

Follow these steps to identify and fix incomplete Row Level Formulas:

  1. Access your Daily Census report
    Navigate to the affected Daily Census report that is showing no data.

  2. Check the report configuration
    Look for any Row Level Formula columns that may have been added to the report.

  3. Identify incomplete CASE WHEN formulas
    Look for Row Level Formulas that contain only "CASE WHEN" without any additional logic, fields, or expressions.

  4. Remove the incomplete formula
    Delete the incomplete Row Level Formula column from your report configuration.

  5. Save and regenerate the report
    Save your changes and generate the report again to verify data now displays correctly.

Alternative: Complete the Formula

If you intended to create a CASE WHEN expression, you can complete it instead of removing it:

  • Define the condition after CASE WHEN

  • Add the appropriate THEN and ELSE statements

  • Ensure proper syntax and field references

  • Test the formula before saving

Expected Result

After removing or completing the incomplete Row Level Formula, your Daily Census report should display all expected patient records and data. The report will function normally and show the census information as intended.

When to Contact Support

Contact Dazos Support if:

  • You cannot locate any Row Level Formulas in your report configuration

  • The report continues to show no data after removing incomplete formulas

  • You need assistance completing a complex CASE WHEN expression

  • Multiple reports are affected by similar issues

Related Resources

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