topic Re: Group Reporting by Company in Dashboards & Reporting

Group Reporting by Company

AChapin — Fri, 07 Jul 2023 22:31:31 GMT

Hello!

I am trying to make a report showing all the specific tickets assigned to each company. I have built the report however under the company column it will list the same company multiple times for each ticket.

If I display the data as a pivot table it will do this for me however the ticket names will not be links.

How can I have the same functionality when making the report a table?

Re: Group Reporting by Company

Franci — Sun, 09 Jul 2023 19:03:07 GMT

Hello @AChapin,

By selecting "Group data," you will be able to choose a dimension, in this case, "Company name," and achieve what you are looking for.

You can also watch the video I created for an easy walk-through, it's attached at the end of this post.

Please let me know if you have any further questions!

If my answer helped solve your problem, you can accept my reply as a solution. This will help others find the answer. 🙏🏼

Francesco.Collacciani

HubSpot Specialist

Exelab

francesco.collacciani@exelab.com

exelab.com

Re: Group Reporting by Company

AChapin — Mon, 10 Jul 2023 15:12:04 GMT

@Franci Is there a way to do this when the data is in a chart form? A bar graph would not make sense to display the data I want.

Re: Group Reporting by Company

Franci — Mon, 10 Jul 2023 17:52:31 GMT

Hello @AChapin,

According to the Smart chart (magic wand at the top left in the custom builder), you have 4 suggested charts to use for this data, please see the image below:

Let me know if you have any further questions.

➡️ If my answer helped solve your problem, you can accept my reply as a solution. ✅

This will help others find the answer. 🙏🏼

Francesco.Collacciani

HubSpot Specialist

Exelab

francesco.collacciani@exelab.com

exelab.com

Re: Group Reporting by Company

AChapin — Mon, 10 Jul 2023 18:01:52 GMT

Here is my report, I do not have the option to group data like is shown in your screen recording

Re: Group Reporting by Company

Franci — Mon, 10 Jul 2023 18:07:06 GMT

Hello @AChapin,

Did you use the Custom Report Builder?

➡️ If my answer helped solve your problem, you can accept my reply as a solution. This will help others find the answer. 🙏🏼

Francesco.Collacciani

HubSpot Specialist

Exelab

francesco.collacciani@exelab.com

exelab.com

Re: Group Reporting by Company

AChapin — Mon, 10 Jul 2023 18:12:50 GMT

@Franci yes I did. My primary data source is Tickets and my secondary data sources are companies and deals.

Re: Group Reporting by Company

Franci — Mon, 10 Jul 2023 18:16:55 GMT

@AChapin gotcha!

In the custom builder section, aren't you able to select the desired chart, like you can see in the below screenshot?

➡️ If my answer helped solve your problem, you can accept my reply as a solution. This will help others find the answer. 🙏🏼

Francesco.Collacciani

HubSpot Specialist

Exelab

francesco.collacciani@exelab.com

exelab.com

Re: Group Reporting by Company

AChapin — Mon, 10 Jul 2023 18:19:52 GMT

@Franci Yes and I selected the chart one, which I want, but I am not given the option to sort by company name.

Re: Group Reporting by Company

Franci — Mon, 10 Jul 2023 18:34:14 GMT

Hello @AChapin, you can find the "Sort by" at the top right inside the custom builder.

➡️ If my answer helped solve your problem, you can accept my reply as a solution. This will help others find the answer. 🙏🏼

Francesco.Collacciani

HubSpot Specialist

Exelab

francesco.collacciani@exelab.com

exelab.com

Re: Group Reporting by Company

AChapin — Mon, 10 Jul 2023 20:19:20 GMT

@Franci How can I group from the sort by then?