topic Re: New row in a report for multiple checkbox field in Dashboards & Reporting

New row in a report for multiple checkbox field

Glyn_C — Wed, 17 Apr 2024 15:09:21 GMT

Hi - I'm trying to create a report based on a property set on Company records. I have a field 'A', which has multiple checkbox values in it.

E.g.

Company 123

Field A: value 1, value 3, value 5

Company ABC

Field A: value 1, value 2, value 4

I'd like to create a report that looks like:

Value | Company

value 1 | Company 123

value 1 | Company ABC

value 2 | Company ABC

value 3 | Company 123

value 4 | Company ABC

value 5 | Company 123

Does that sound possible?

Thank you

Re: New row in a report for multiple checkbox field

BérangèreL — Thu, 18 Apr 2024 08:52:18 GMT

Hi @Glyn_C,

Great question, thank you for asking the Community!

So, you have tried with a custom report, is that right?
Did you try with a table type of graph in the report to see the values of the properties?

I'd like to share these resources that might help you:

- Create reports with the custom report builder
- HubSpot Custom Report Builder Deep Dive (FREE lesson)

I also wanted to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @GrantCarlile and @Josh do you have suggestions to help @Glyn_C, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you so much and have a wonderful day!

Best,
Bérangère

Re: New row in a report for multiple checkbox field

Glyn_C — Thu, 18 Apr 2024 09:30:58 GMT

Thanks Bérangère. That's right, I've tried to use a custom report with a table type. I can see how to set the field to be a 'distinct count' of the field value, but not how to 'explode' the data into multiple rows.

Re: New row in a report for multiple checkbox field

Josh — Thu, 18 Apr 2024 12:00:42 GMT

Hi @Glyn_C,

You can accomplish the view you're looking for using a pivot table.

In this scenario, Line of Business is a multi-checkbox and record Id is used for the company name. The separates the multi-checkbox into rows whereas the table view would put all options on the same line for the multi-checkbox.

You can find more on pivot tables in HubSpot here.

Thanks for the ping @BérangèreL!

Re: New row in a report for multiple checkbox field

Glyn_C — Thu, 18 Apr 2024 12:52:20 GMT

Thank you Josh - I didn't notice/ consider a Pivot! That has got me the view I need.

A related question - I'm actually trying to associate Products to a Company, but I can't see a way to do that at an Object to Object level; hence the multivalue field. Do you know if it's still the case that you can't create an associate between Products and Company?

Re: New row in a report for multiple checkbox field

Josh — Thu, 18 Apr 2024 13:33:26 GMT

Hi @Glyn_C,

If you are trying to do this in a report you can use Companies and Line Items as your objects to associate them. You would want to apply other filters though to weed out deals associated with companies that aren't closed or closed lost, depending on what you're looking for.

Josh

Re: New row in a report for multiple checkbox field

Glyn_C — Thu, 18 Apr 2024 13:35:44 GMT

Thanks Josh. Seems a little weird to go Companies > Deals > Line Items > Products, when we could just do Companies > Products! But I'll give that a go - thanks again.