Unable to access sales and other data in swipe?

If you’re experiencing difficulties accessing sales and other data in Swipe, here are some common reasons and solutions to help you resolve this.

Reason 1: Date Filter Misconfiguration

In case you are unable to see the sales data you created, it may be due to the date filter settings on your dashboard.

Solution:

  • Check the date filter on the dashboard and select the appropriate date range to view the desired sales data.

Reason 2: Incorrect Company Login

After logging into your account, if you cannot see the data on your dashboard, ensure you are logged into the correct company.

Solution:

  • Click on the “Change Company” option to switch to the correct company account.

Reason 3: Incorrect Account Login

If you’re having trouble viewing any data you created in Swipe, verify that you are logged into the correct account.

Solution:

  • Double-check that you have used the registered mobile number to log in.

  • Click on the profile icon to verify your registered mobile number.

Reason 4: Missing Permission for User

If you have logged in to your Swipe account and are not able to see any data created in it, then the permission for the user to view all the documents might be missing.

Solution:

  • Log in with the admin account and unable the view all documents option in the user roles and permissions.

  • you can check the article from below to know how to enable view all documents option.

https://community.getswipe.in/t/how-do-i-enable-permission-for-a-user-to-view-all-documents-on-web/2856