Creating static reports that do not update as data changes

HubSpot Ideas

Status: Idea Submitted

1

I think it would be very useful to be able to create static reports, as we can create static contact lists, which do not update as the information changes in HubSpot.

This would allow us to record historical data reliably within HubSpot without needing to export and re-create reports in Excel.

My specific use case now is that we are migrating to a new pipeline setup, and this means we will lose all historical performance data after we do so. I want to use Sankey reports for this, which are not easy to re-create in Excel.

2

I can only agree. Having come from SF to HS, I find the Deal management is excellent. The ability to build reports based on those deals is shocking. The ability to build a report that shows month on month/ year on year comparative reports of a moment(Monthly through the fiscal year) in time is essential.

A very time consuming and trying experience to date.