topic Re: Filter dashboards with custom reports in Dashboards & Reporting

Filter dashboards with custom reports

toebes — Mon, 31 May 2021 11:22:44 GMT

I have created a dashboard with different deal and company reports. I added a new report, this time from the custom report builder.

I use the dashboard filter function (team, data range, owner) a lot. However, these global filters do not work with the custom report I created. The report will not change after applying any filter. Does anybody have an idea?

Re: Filter dashboards with custom reports

karstenkoehler — Mon, 31 May 2021 11:27:52 GMT

Hi @toebes,

This is unfortunately not supported yet, see the yellow infobox here. "The dashboard filters do not work with [...] any reports created with the new custom builder."

The best option is to currently edit the report settings if you want to change any of the filter. It defeats the purpose of the dashboard but that's what it is.

Other users have already requested better functionalities here. You can like the post to follow it.

Best regards!

Re: Filter dashboards with custom reports

egrotkin — Tue, 12 Apr 2022 01:13:13 GMT

I submitted a similar request, here. I upvoted your post but would love your support, as well. Let's get this problem on HubSpot's product roadmap!

Re: Filter dashboards with custom reports

kit-lyman — Wed, 05 Apr 2023 19:12:46 GMT

Hi @toebes! I came across your Community post, and I wanted to pass along an exciting update. The ability to apply dashboard-level filters on single-object AND custom report builder reports is now possible! This is in a public beta, which you can join by opting in from your HubSpot account. If you'd like to learn more about this beta feature, I recommend you check out this Knowledge Base article.

Thanks for your time!

Re: Filter dashboards with custom reports

FBertasi — Wed, 05 Jul 2023 11:36:37 GMT

Hi @kit-lyman ! Thank you for your comment! I actually don't find it under Product Updates > Betas. And at the same time I can not filter the dashboard that contains custom report builder reports - therefore I don't believe that the update has beed published.

Can anyone help me activate this beta product update?

Thanks for your time!