topic Re: Rolling date range in custom reports in Dashboards & Reporting

Rolling date range in custom reports

PaulClappers — Tue, 20 Oct 2020 07:19:01 GMT

I'm working on my dashboards and I want to add a report about the number of certain form submissions this month. I can add the option 'less than 30 days ago' but I can't find the rolling date range for this month.

Betreff: Rolling date range in custom reports

JessicaH — Wed, 21 Oct 2020 08:51:14 GMT

Hi @PaulClappers,

Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @MAC-MCB @danielruby @Dan1, do you have any thoughts on this?

Thanks!
Jess

Betreff: Rolling date range in custom reports

MAC-MCB — Wed, 21 Oct 2020 21:36:45 GMT

Hi @PaulClappers & @JessicaH .

The easiest solution would definitely be to make your report where you do not think about date range.

Whether you are choosing one of the 150 reports provided by HubSpot or you are building a custom report.

Once you have selected what data is to be displayed on your dashboard, simply select the filter at the top and your entire dashboard will be displayed on the rolling date you want.
(See screenshot)

https://www.screencast.com/t/ZsuIxBlcUtIY

Best regards

Martin Mensbo Christiansen
MCB A/S

Re: Rolling date range in custom reports

PaulClappers — Thu, 22 Oct 2020 08:58:24 GMT

Hi Martin,

Thanks for your reply! But with a custom report, I don't see that option. Am I missing something here?

Re: Rolling date range in custom reports

MAC-MCB — Fri, 23 Oct 2020 08:44:35 GMT

Hi @PaulClappers .

I will first add the date range on your dashboard and not the report.

This will also make your entire dashboard dynamic and ensure that you do not have to change individual reports every time you want to see a new timeline.

Best regards

Martin Mensbo Christiansen
MCB A/S

Re: Rolling date range in custom reports

PaulClappers — Fri, 23 Oct 2020 13:14:41 GMT

Thanks a lot! Great tip, but it doesn't seem to work for the custom reports..

Re: Rolling date range in custom reports

yclian — Mon, 01 Feb 2021 15:38:31 GMT

I share the same issue with @PaulClappers - regardless, controlling date range at the dashboard vs. individual reports is a good tip.

I will circle back if I get around this issue.

Re: Rolling date range in custom reports

yclian — Tue, 02 Feb 2021 00:33:11 GMT

Edited: (Deleted)

Re: Rolling date range in custom reports

M_Dayton — Fri, 27 Aug 2021 21:25:09 GMT

I agree, I feel like the custom reports are great, but the lack of date options for different periods really makes it a bit harder for the same usage and ability to filter that single object reports do.

Re: Rolling date range in custom reports

richard88 — Wed, 08 Sep 2021 23:29:01 GMT

Adding that I also agree that rolling date range like Create date or Activity is "today" or "this month" would be really beneficial in the custom report builder. Have anyone here created an idea post for this already?

Re: Rolling date range in custom reports

TDriessen — Thu, 07 Oct 2021 07:37:41 GMT

@MAC-MCB @yclian I totally agree on controlling date range at the dashboard vs. individual reports, but as yclian said, it is not a solution in this case since the custom reports won't respond to the changed date range. Has someone found a solution for selecting the date range that will affect a custom report, without having to "hard select" a range in the report itself?

Re: Rolling date range in custom reports

evang — Fri, 19 Nov 2021 21:17:27 GMT

The issue I usually have with this is when I want to filter on a date other than Contact Create date. For example, I have a dashboard focused on SQLs, but I can't filter the entire dashboard based on that date.

Very painful.

Re: Rolling date range in custom reports

Lisette1 — Fri, 04 Mar 2022 12:22:27 GMT

Hi @TDriessen curious if you, in the meantime, found a solution for this? I'm also using some custom reports in dashboards that do not respond to date range changes on the dashboard level. Which is very annoying.... Very much needed, cannot find anything/the answer on this in the community.

Re: Rolling date range in custom reports

TDriessen — Mon, 07 Mar 2022 09:17:35 GMT

@Lisette1 Nope, not yet. Just made different reports for standard time periods for the time being..

Re: Rolling date range in custom reports

04402 — Fri, 11 Nov 2022 14:15:25 GMT

Iv managed a work around by grouping filters. Works for my usecase, hope it fixes someone elses problem

Re: Rolling date range in custom reports

DianaGomez — Fri, 11 Nov 2022 16:45:27 GMT

Hi @04402 hope you are doing well!

Thanks for sharing 🙂

Best,

Diana