When creating reports and dashboards for my organization I found out that Hubspot is not that great in giving you a lot of options. We are implementing multiple leadscoring models for each of our 7 product lines. Therefore I wanted to create a report that instantly shows me the amount of contacts with more than 150 points per product line. I managed to create lists that show me how many people have more than 150 points on the corresponding lead scoring property. I then created a report in which i filtered on the lists i wanted to show and then measured them by count of contacts. So I could easily report to management how many contacts have more than 150 points seperated per product line. You can see this report in the image attached. The second image shows the report right now after hubspot apparently fixed something. It seems it wasnt the intention to make this kind of report possible. Now I cant report in the way i want anymore and I would like to see this functionality return. Is there something I am missing or is this function really removed?
I’d done a similar thing, and now found it’s all broken fixed so it no longer offers usable data. It seems a little absurd that filtering dashboard or report results by a specified list doesn’t actually filter by said list at all.
I have tried to create a report based on contacts who appear in each of my email subscription lists, however, I have encountered a few issues. Firstly there is no option to report on the preference centre, I have managed to get around this by creating lists for each of my subscription lists. However, when I try to build a report based on these lists, I am unable to select my required lists, instead the data shows all lists.
I feel it would be helpful if an option was available to include/exclude certain lists from the report builder.
This is strange that we are not able to do that. It is something which should just work. Filter by lists or just use a few lists in a report should be standard!!!
Same issue! I’m trying to create a pie chart with 3 different lists (contacts by age groups) but I always got a pie chart with all the of my lists in there. The problem is I can choose my 3 list of interest in the filter, but in visualization I can’t select the list what I want to view.
Any idea how to do a pie chart where I only see the lists I selected in the filter?
I’m having the same problem and I understand why it’s happening. In the filter, we’re saying only show contacts that are in these specified lists. But when we drop ‘List memberships’ into the chart or graph it’s showing all the lists that those contacts (who are in the specified lists) are members of. So yes, it’s filtering out contacts who are members of DIFFERENT lists, but it isn’t giving us what we want, which is to only see the lists we specified and the number of contacts in each of them!
This is a great idea! Reporting could be improved drastically if we could see how list memberships change over time on our dashboards. I currently have to go into lists individually to see their performance and add this information to a spreadsheet offline to present to my team.
Lists can show me almost everything I need to know about our contacts so it’s immensely frustrating that I can’t put this information all in one place on a dashboard. I hope HubSpot will take this on board.
I’ve been also needing this with several of my clients. This would also make it way easier to report on form submissions since form reporting has the same issue as list reporting. You have to go under Forms to see / manage reporting.
This feature would be amazing! I want to report on the total amount of contacts for each lead score threshold in several lists and having that in one simple dashboard with aggregated data will make it so much simple than having to go into each list and check this. Have you found any workaround? Thanks
