Apply Dashboard Filters to Custom Reports

Smart CRM & Sales Hub Dashboards & Reporting
1

Dashboard-level filters don’t override report-level filters for reports built in the custom builder, which results in a significant increase in the number of “duplicate” reports required to meet the needs of different teams, provide visibility into different timeframes, etc. In order for dashboard filters to provide the value they’re intended to provide, they need to apply to reports built using the custom builder.

Additional context on the current limitations of dashboard filters can be found in the callout text (in the yellow box), here.

2

Hi @egrotkin,

There is already a request in the HubSpot Ideas section of the community for this: Dashboard cannot use date filter when using cross-reporting across contacts and companies

As of now it already has 229 upvotes (including mine) and 78 comments. The product team reviews these requests based on their demand/popularity but only if they are posted in the HubSpot Ideas section (not here as a regular thread). I’d recommend adding your perspective as a comment under the link above.

Additionally, there is a second request here: Allow Dashboard Filters to Override Custom Reports

If you want to make it easier for others to find this request more easily, you can help them by accepting my reply as a solution. I’d appreciate it!

Have a great day!

3

Yes! I want dashboards so that each sales team can see just their own information when filtered. Almost half of the reports won’t allow it! It’s frustrating.

4

Hi @amywill01 hope you are doing well!

It is a great idea, please upvote here this way it has more chances to be implemented in the future :slightly_smiling_face:

Best,

Diana

5

Thank link didn’t work, unfortunately. Can you share again?

6

Sure @amywill01 here is the idea :slightly_smiling_face:

7

That worked thank you!

8

@egrotkin

With Actiondesk you can send your Hubspot data live to a spreadsheet (it works just like Google Sheets) and build the reports you’d like —> they’ll refresh automatically

We support many different data sources (like marketing Ads, databases…) allowing you to create more complete reports!

I can help you directly, DM me :blush:

Best,

Louis

9

I agree, this would help so many accounts using custom reports…