Overview
This guide helps resolve issues where Lead Source report filters don't work as expected, often resulting in extra or unexpected records appearing in your reports.
Symptom/Error
You've applied Lead Source filters to your Intake Opportunities report, but the report is still showing records that should be excluded. The filters appear to be ignored or not working correctly.
Cause
This issue occurs when the report is configured to pull Lead Source data from the Account level instead of directly from the Intake Opportunities module. When Lead Source comes from the Account level, it can override the filters you've applied to opportunities, causing unexpected results.
Solution
To fix this issue, you need to ensure your report pulls Lead Source directly from the Intake Opportunities module:
Access your report settings: Open the report showing incorrect results, then click "Edit" or "Modify Report."
Review the column configuration: Look for the Lead Source field in your report columns.
Check the field source: Verify where the Lead Source field is being pulled from. If it shows "Account > Lead Source," this is the source of the problem.
Update the field mapping: Change the Lead Source field to pull directly from "Intake Opportunities > Lead Source" instead of from the Account level.
Save and regenerate: Save your changes and regenerate the report to see the corrected results.
Verification / Expected Result
After making this change, your Lead Source filters should work correctly, and the report should only show records that match your filter criteria. Extra records that were previously appearing due to the Account-level Lead Source override should no longer be included.
Troubleshooting / Common Errors
Still seeing extra records: Double-check that you've updated all Lead Source fields in the report, not just the filter criteria.
Can't find the field source option: You may need administrator permissions to modify report field mappings.
Report looks different after changes: This is expected - the corrected report will show more accurate data that properly respects your filters.
š” Best Practice
When creating reports that filter by Lead Source for Intake Opportunities, always configure the report to pull Lead Source data directly from the Intake Opportunities module rather than from related Account records to ensure filters work as intended.
When to Contact Support
Contact Dazos Support if:
You don't have the necessary permissions to modify report field mappings
The issue persists after updating the Lead Source field configuration
You need help identifying which fields in your report are pulling from Account vs. Opportunity levels