Invoca Reporting Filter Not Working

If a Marketing Data Field won’t appear as a filter option in the Calls report, check the source spreadsheet for trailing spaces in your Lookup Table.

Applies to

When attempting to apply a Marketing Data Field as a filter in the Calls report, no filter options appear in the menu.

An extra space appears at the end of the data within one or more cells of the spreadsheet uploaded into the Lookup Table.

Download the most recently uploaded file for the Lookup Table.
Identify the columns or cells with trailing spaces at the end of their values.
Use your spreadsheet program’s TRIM function to remove trailing spaces across the file at once.
Save and re-upload the corrected file to the Lookup Table.
Test the filter again in your report to confirm it now works.