topic Dashboard drill down columns in Dashboards & Reporting

Dashboard drill down columns

Arnunes — Wed, 28 Feb 2024 12:30:44 GMT

How can I choose which columns will appear when drill down into a dashboard report?

Re: Dashboard drill down columns

karstenkoehler — Wed, 28 Feb 2024 12:33:04 GMT

When you say drill-down, are you referring to the table shown that appears when you click into the chart?

If so, these are simply the fields added in the Data tab in the single object report builder or fields stashed under Fields in the custom report builder.

Best regards!

Re: Dashboard drill down columns

Arnunes — Wed, 28 Feb 2024 12:43:14 GMT

I dont have the same option as you sent here:

Re: Dashboard drill down columns

karstenkoehler — Wed, 28 Feb 2024 12:44:26 GMT

@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more properties which will shown as columns when you click into the chart.

Re: Dashboard drill down columns

Arnunes — Wed, 28 Feb 2024 12:50:36 GMT

This is how i made in 'data step':

but the drill down doesnt show the same columns:

It's in Portuguese, but you can see that the columns selected in date are different than the drill down.

Re: Dashboard drill down columns

karstenkoehler — Wed, 28 Feb 2024 12:52:48 GMT

@Arnunes it looks like they're there but don't fit on the screen. If you see a horizontal scroll bar, you can move to the right. If not, you would have to export the data for the full picture.

Re: Dashboard drill down columns

Arnunes — Wed, 28 Feb 2024 13:09:12 GMT

Hmmm, they're there, but there's a bunch of additional columns that are fouling this view. There's a way to delete them?

Re: Dashboard drill down columns

karstenkoehler — Wed, 28 Feb 2024 14:00:59 GMT

@Arnunes no, HubSpot will always include some default columns, unfortunately. But if you have your needed columns, that's great 🙂