topic Building reports per account/business unit in Reporting & Analytics

Building reports per account/business unit

JJong — Tue, 28 Dec 2021 13:39:50 GMT

Hi all,

I am trying to build a dashboard where i can monitor and analyze social media results. I need to have an overview per company (there are 5 companies in our enterprise). However, if i add the reports to a dashboard, i cannot use the account filter, meaning my graphs are cumulative for the entire enterprise. Any ideas on how I can arrange this in a way that will allow me to build 1 dashboard, with e.g. "Clicks company A" and "Clicks company B"?

Re: Building reports per account/business unit

TitiCuisset — Mon, 03 Jan 2022 13:55:41 GMT

Hi @JJong

Thank you for reaching out.

I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have any thought for @JJong on this?

Thank you!

Best

Tiphaine

Re: Building reports per account/business unit

NicoleSengers — Mon, 03 Jan 2022 17:18:02 GMT

Hi @JJong

This is a great idea but it isnt possible to filter reports in HubSpot this way t this point but with the Zoom app being able to be segmented by Business unit this is likely on the cards.

I would suggest 2 things here:

Upvote this idea - https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-Select-Social-Media-Accounts-for-Custom-Reporting/idi-p/353002 and perhaps share with any other users who would find this useful.

Use a tool like databox to report on these separate social accounts in the meanwhile.