If a number, list or export in Nagaris doesn't match what you expect, the cause is nearly always one of a handful of things: an active filter, a status that hides records by default, data that hasn't refreshed yet, or a sync from an external system that hasn't completed. Work through this checklist before contacting support — it resolves most cases.
Every list page keeps its own search text, status, tag and date filters, and these persist as you move around the app. A list that lost records usually still has yesterday's filter applied.
Look for the filter controls at the top of the page and clear the search box.
On the Client Groups list, the Status filter defaults to Prospect, Onboarding, Active and Lost — Archived groups are hidden unless you add that status yourself.
On a client group's page, archived clients within the group are hidden unless you switch on Show archived clients (the toggle only appears when the group actually has archived clients).
CSV exports mirror the on-screen filters exactly, so a short export almost always means a filter was applied when you ran it. Clear the filters and export again.
The dashboard's My Actions list only shows action items assigned to you. An item assigned to a colleague — or not assigned to anyone — won't appear for you. Open the meeting's Actions tab to check the assignee; Unassigned items sit on no one's dashboard.
Completed action items are removed from My Actions immediately, so if an item vanished, someone may simply have ticked it off — completed items show with a strikethrough inside the meeting itself.
Most screens refresh automatically when you switch back to the browser tab. If a figure looks stale, click away and back, or do a full browser refresh.
Due-date groupings on the dashboard (Overdue, Due Today, Upcoming) are based on calendar dates in your local time zone, so an item due today becomes overdue at your local midnight — colleagues in a different time zone may briefly see it grouped differently.
The Client Groups list can show data while a background import or sync is still finishing; when Nagaris knows updates are pending it re-checks every few seconds until they land, so brief inconsistencies settle on their own.
Data that originates in XPM, Xero or BGL isn't updated in Nagaris the instant it changes at the source. If the mismatch is between Nagaris and one of those systems, compare again after the next sync — see Why XPM changes aren't instant in Nagaris for details.
Document search has its own filters (client groups, date range, file format) — a Filters badge with a count means some are active. The date filter applies to the document's modified date, not when it was uploaded. Click the reset option in the filter panel and search again. Newly uploaded files can also take a little while to become searchable, even though they appear immediately when browsing folders.
If the data is still stale, missing, duplicated or mislabelled after the checks above, contact support with:
The page or dashboard name (for example My Actions or Client Groups list).
The filters you had applied, including the status filter.
What you expected to see versus what you actually saw.
A screenshot, and for exports the CSV file itself with the date you ran it.
That combination lets us reproduce exactly what you saw and fix it fast.
