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Question

Custom report only pulling 25% of actual data - any workarounds?

  • May 27, 2026
  • 5 replies
  • 72 views

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Hi! So we have this custom report set up of all our new contacts from the past week that gets sent via email every Monday. Lately we’ve noticed that the report has been missing 75% of the actual new contacts that come in - the report only catches certain form submissions and not contacts that came in via our Mobilize events. That missing 75% isn’t just our Mobilize signups as well. Even if I strip all filters bare and just leave in the saved search I have for all new contacts last week, the numbers are still different:

If I run that saved search of new contacts last week = it shows 71 contacts

If I run the report that includes that same saved search = it shows 25 contacts

If I run that saved search again but with just the Mobilize events they still appear, which means they’re being caught by the saved search but not the report. What’s even more interesting is if I filter that report more to set the results for just submissions this year and Date created within this year it shows 25. If I add the filter “Is a new contact: Yes” it shows 16. 

It’s not just the Mobilize event signups that are being filtered out, there are others as well (which I have yet to look further into). I’ll be checking those other contacts to see what the common factor is.

Is there a way you can build a true “all new contacts last week” report without the built-in form filter?

Happy to share any more relevant information that could help!

Saved search of all new contacts last week labeled “Last week signups”
Scheduled report incl “Last week signups”
Scheduled report incl “Last week signups” with a filter added
Scheduled report incl “Last week signups” with just the attached source codes of our Mobilize event proving that the report has those signups excluded despite it being included in the run of the saved search (71 contacts)

 

5 replies

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  • Bonterran
  • May 27, 2026

Are you using an Online Activity Report for the “Last Week Join List”?  If you use Create a List and do “Date Contact Created” = last week that should pull in all new records. But if you’re using an online activity report then it would only show contacts that were created via forms, not through Integrations like mobilize. 


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  • Author
  • Rising Star
  • May 27, 2026

Hi Stacie! I did do that, I used that exact filter for my saved search but the report still showed up missing results. I also tried running a Contacts Report via this popup prompt but it still pulled up the same thing.

 

 


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  • Bonterran
  • May 27, 2026

The Online Activity report will only show contacts with records that were submitted via an EveryAction Online Actions form. Your list is showing ALL contacts created last week via all methods, which is why there is a difference. What is your goal for the report vs just using the Search you created for the totals? What data are you looking for?  


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  • Author
  • Rising Star
  • May 27, 2026

Essentially the goal is to have a scheduled report of weekly signups and have it exported to us via email - I created this report from scratch using a saved search of weekly signups and used that as my basis for contact records. I did not pull any record from any Online Actions form whatsoever. I wonder if it's possible that I've been triggering an action that makes the report an Online Activity report?

(what makes a report an Online Activity report if that's ok to ask also? I was operating under the fact that this is a Contact report, or so I thought)


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  • Bonterran
  • May 28, 2026

Yes, the Last week Join List appears to be an online activity report, based on the Form Name column headers, so it will only show actions/contact records that were initiated via online forms. You could use a Count of Contacts report and filter to Date Created = Last Week.