topic Re: Report by Top 5 Donations in Dashboards & Reporting

Report by Top 5 Donations

RM88 — Wed, 26 Jul 2023 16:55:30 GMT

I have a custom object called donations which records donation amount, source and assocaited to a individual contact which also creates a deal.

I want to create a report (not sure which chart would best display this) which shows the top 5 donations this week based on the amount they have donated. I want it to show the contact name and the amount donated.

What would be the best way to display this?

Re: Report by Top 5 Donations

crispyGTM — Wed, 26 Jul 2023 17:02:25 GMT

@RM88 I would recommend building a custom Donations report in the Custom Report Builder (Reports>Create Report>Custom Report Builder > Donations).

Add a filter that specifies and Donations created in the past week, and then sort by ascending order in your visualization that you decide upon:

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!

Re: Report by Top 5 Donations

RM88 — Fri, 28 Jul 2023 08:39:16 GMT

@crispyGTM I tried this but it lists all the donations received this week not just the top 5