Dashboard total differs from imported data or a report

Applies to: Admins, Finance users, data owners, and managers
Prerequisites: The names of the two views being compared and an aligned reporting period

Problem

Two views show different totals that appear to represent the same measure.

Likely causes

• The views use different periods or time zones.
• Organisation scope differs.
• Aggregation differs.
• Currency differs.
• One view shows actuals and the other shows a forecast.
• The views were refreshed at different times.
• A transaction status or filter changes the record set.
• Carry or adjustment context differs.

Checks to perform

1. Align Custom dates, organisation scope, and currency.
2. Note Last Sync.
3. Identify any forecast labels.
4. Open the detailed report or export.
5. Compare the record set and aggregation.
6. Check carry and adjustment components.

Resolution steps

1. Correct only the filter or scope mismatch.
2. Refresh after the expected data window.
3. Reconcile a small sample.
4. Reconcile the complete period.
5. Document any legitimate semantic difference between the views.

When to contact support

Contact Support if aligned views using the same data refresh and metric still disagree.

Information to include

• Both sanitised page paths.
• Filters and currency.
• Refresh timestamp.
• Metric names.
• Expected and actual totals.
• Report export metadata.
• Redacted screenshots, but not a raw client export.

Remove query strings, tokens, and sensitive identifiers.

Last updated: August 2026