To be able to analyze reports and its results in more detail, it would be very helpful to be able to click on the respective contents in the table.
E.g. I would like to show all marketing emails delivered within this month. The people who consume the report would then like to view these marketing emails directly. A direct link would be necessary for this.
I used to have reports that contain a list of url links.
I created in Hubspot the same type of report. It is a table with some columns and in two columns I present a list of url links.
The problem is that the link is not clickable and neither possible to copy the link to past in a new window.
The idea is simple but very important for this type of report.
To permit that links are clickable.
I believe the answer is in the property type. If we have a property that is a url link field instead of a single line field, the issue should be resolved.
I can’t believe there are only two upvotes for this idea.
I think this is the same idea: https://community.hubspot.com/t5/HubSpot-Ideas/Clickable-Links-in-Custom-Reports/idi-p/671316
This issue needs to be adressed as soon as possible. It often defeats the purpose of the report building, advantaging the Single Object Report Builder over the Custom Report Builder.
Please implement this soon ! It is really necessary for our table reports.
We are looking to link to Name to Contact Record.
Then also Uploaded files on certain forms.
Thank you.
I’m very surprised this doesn’t exist. Definitely defeats the purpose of a custom report. Need this ASAP.
Totally Agree. Enabled hyperlinks, allowing to drill into reports is very helpful.
Hi, yes for sure it could definetly help. A link towards the “transaction main page” directly by clicking on the “transaction title” should be available for all cross tabulations. Please develop this main function ASAP. It is something that is available in Salesforce since ages.
Cheers
Definitely needed. I have this problem for custom reports showing Deals, the deal name should link to the deal record like it does for single object reports, but currently it’s just an unlinked text field. You can use Record ID instead but that includes a record number which is just messy and confusing for users. Makes custom reports far less useful.
With everything in Hubspot tied to a contact record or deal, why not be able to link to the record that is tied to a report. It would close the loop on so many questions from those that read reports.
Also, in these cross Tabulations, why not let the user adjust the width of the tables like in any other report ?
I discovered that if you use the Record ID’s in reports or dashboards, then you have clickable links for related companies, contacts, or deals. You can change the name on the field from Record ID to something more appropriate for you own use as well. I changed field Record ID for Deal to Deal Name ID and Record ID from Customer to Customer Name ID.
Hi,
Thank you for the feedback. Can you try your trick on a cross tabulations report format ? I tried following your guidelines. Unless I am mistaken, this doesn’t work for this type of format.
Looking forward to reading from you,
Using Deal IDs gives you a clickable link. It includes the name and ID combined, somehow. It’s an okay workaround, but I don’t know why the same user experience couldn’t be made from the single object to multiple object reports.
@PTocino I does not appear to be something that works with everything.
Need this for sure. I have a report that is basically a Tasks report, but includes a custom Property from the assoociated Company. This is the only way I know to filter the Tasks on that Company Property. The report is now showing exactly the Tasks I want, but I can’t “click” to get to them.
Bump. Quite shocked this wasn’t built in as a default feature when they first launched their reporting feature.
Another bump! Contracts are linked through rich text field and when pulled into a report, HubSpot doesn’t recognise the link. Within deal or company record it does. So needed!