Reporting on Deals with Association Label

TLarson5 — Fri, 27 Jun 2025 17:23:33 GMT

Hey everyone,

Question for you all. I love the idea of using an Association label on a deal with a partner is helping us.

I've set up a test one as you can see here:

I'm struggling with setting up reporting on this. I'm looking to get reporing for the Count & Amount of deals where Assoication = Partner

In the custom report builder, it seems that to use the functionality, you'd use Assocaition labels as a filter, and filter by the appropriate tag.

However, when I go into my repot builder and I follow this workflow, I only see 1 value - "Any".

What am I missing? Did I fail to configure my Assocaition correctly?

Any ideas would nbe greatly appreciated.

Thanks!

Re: Reporting on Deals with Association Label

karstenkoehler — Fri, 27 Jun 2025 17:30:57 GMT

Hi @TLarson5,

You choose the association label before creating the report, when selecting the data sources. It's one of those "hidden in plain sight" cases.

Best regards!

topic Reporting on Deals with Association Label in Dashboards & Reporting

Reporting on Deals with Association Label

Re: Reporting on Deals with Association Label