Troubleshooting

Troubleshooting

My report refresh has failed. What should I do?

If a refresh fails, none of the data updates will appear in the report. In most cases, failures are caused by temporary system issues. Contact Finticx Support by raising a ticket on the Contact page in the User Menu.

I cannot see a family or entity in the reports. Why?

This is usually a permissions issue. Check that your Data Role includes access to the relevant family or entity. Changes to data roles require a full report refresh to take effect. If you believe your access should be broader, contact your Workspace Admin or Module Admin.

I made changes to data but the reports still look the same.

Data changes are not reflected in reports until a Full Report Refresh has been completed via the Process Monitor. Click Refresh Now in the sidebar to trigger one.

Where can I get further help or contact support?

You can access support resources via the Support Hub in the User Menu, which contains documentation, import templates, and guides. For direct assistance, use the Contact option in the User Menu to raise a support ticket with the Finticx team.