topic Re: Click through records in reports in Dashboards & Reporting

Click through records in reports

NParshotam — Mon, 23 May 2022 18:31:21 GMT

As a report user, I would like to click on a record to take me to that specific record (deal, contact, etc) so I can review or edit the data.

Right now, records are displayed in a report but there is no way to click into the record to find more details on the specific row.

Re: Click through records in reports

karstenkoehler — Mon, 23 May 2022 18:56:36 GMT

Hi @NParshotam,

In the majority of reports, this is possible. Clicking into any data point (slice of a pie chart, bar in a bar chart etc) will open a table of the contact data behind this slice, bar etc.

Which report exactly are you referring to?

Best regards

Re: Click through records in reports

NParshotam — Mon, 23 May 2022 19:06:05 GMT

A table report - I have tried but clicking doesn't work.

Re: Click through records in reports

karstenkoehler — Mon, 23 May 2022 19:09:56 GMT

Hi @NParshotam,

Table visualizations are usually clickable. What exactly is your report showing, could you share more details or even a screenshot?

Best regards

Re: Click through records in reports

NParshotam — Mon, 23 May 2022 19:18:26 GMT

Attached is a screenshot.

I'd like to have a report that doesn't show the Customize and Cancel buttons at the bottom ( might be a different idea I proposed), and have the parameters on the left of the table removed.

In addition, if I click on a record, I'd like to be taken to that record.

Hope this clarifies things.

Re: Click through records in reports

karstenkoehler — Tue, 24 May 2022 04:16:41 GMT

Hi @NParshotam,

This is already a detailed view of the report. Once placed on a dashboard, you will not see the left sidebar. Also, if you click into anything that's highlighted in blue, HubSpot should take you to the corresponding records – can you please try?

The user interface you're looking at cannot be customized.

Best regards

Re: Click through records in reports

NParshotam — Tue, 24 May 2022 16:09:05 GMT

You're right. Sadly, only the amounts are clickable and that then opens a
pop-up box that shows the deal that's then clickable. One click too many.

Re: Click through records in reports

karstenkoehler — Tue, 24 May 2022 16:30:35 GMT

Hi @NParshotam,

Is this created in the Custom Report Builder? If you use the classic report builder (Single object > Deal), then the Deal name column is clickable and will take you to the record directly.

You can request that this is changed for the Custom Report Builder in the HubSpot Ideas section of the community. The product team reviews these requests based on popularity.

Best regards

Re: Click through records in reports

NParshotam — Tue, 24 May 2022 17:28:05 GMT

Thanks for the suggestion. I tried that but the report now doesn't sum the
amount in company currency column.

Re: Click through records in reports

ArdenM — Fri, 11 Nov 2022 18:50:09 GMT

Hey!

Not sure if you ever found a solution to this, but if you add the record id as a column on the report it'll show up as a clickable link with the name of the record and the id as well.

Re: Click through records in reports

mortenstaal — Tue, 06 Dec 2022 14:17:12 GMT

This issue needs to be adressed as soon as possible. It often defeats the purpose of the report building, advantaging the Single Object Report Builder over the Custom Report Builder.

Re: Click through records in reports

ArdenM — Fri, 09 Dec 2022 18:16:56 GMT

Have you tried adding the Record Id as a column or as a field in the fields list? It should add a direct link with both the record's Id and Name to your custom report.

Re: Click through records in reports

KTotten — Sat, 14 Jan 2023 04:08:56 GMT

This doesn't work. When I try to add Record ID in the data step, it says its "not supported here, try adding as a filter".

I'm using the chart type "unsummarized data table".

Re: Click through records in reports

ArdenM — Mon, 16 Jan 2023 18:33:29 GMT

Unsummarized data table is only an option on the Single Object report builder, while the comment I replied to was about the Custom Report Builder - if you're using the Single Object report builder, you should end up with a clickable record id field by default - it'll be the field with the object name as the column header.