topic Re: Sum of Amounts in Reports by Pipeline in Dashboards & Reporting

Sum of Amounts in Reports by Pipeline

LWest0 — Thu, 15 Feb 2024 23:02:10 GMT

Hi there!

I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I am only seeing the ability to filter and total one sum Amount column. Is this possible without creating two reports?

Thank you!

Re: Sum of Amounts in Reports by Pipeline

Jigar_Thakker — Fri, 16 Feb 2024 13:41:08 GMT

Hey @LWest0

Kindly go through this article: https://knowledge.hubspot.com/reports/understand-the-custom-report-builder

To understand a report with multiple data sources, for the report you are building

Let me know if you have any follow-up questions.

Re: Sum of Amounts in Reports by Pipeline

LWest0 — Tue, 20 Feb 2024 19:57:05 GMT

Hi Jigar!

Thanks for your reply. I feel pretty versed on reporting with multiple data sources, however this particular report that I am requesting help with I can't seem to wrap my head around.

Please see photo attached. Is this report possible?

Re: Sum of Amounts in Reports by Pipeline

LWest0 — Thu, 22 Feb 2024 20:24:44 GMT

Hi Again!

Just following up to see if you got my recent question on this.

Thank you!