I want to create a report (table) with contacts and related companies.
As column I need a list (comma separated) with the names of the association labels (if any).
I tried the following:
Create a report based on contact and companies
with the association label setting
I want all labels and all associations, with or without labels.
If I select all labels, then the associatios without a label are missing.
The next step is to create the table based report with the columns:
If I add the ‘Asscociation Label’ field to the columns, I see always Any (the value of the selected filter).
If I selected the following labels in the association dialog
I would like to see them in the report (as comma separated list or for each label a column with the value true / false).
If I leave ‘choose association label’ in the data source to the default, the I have no association label fied to add to the column.
If I select all labels, then I haven’t listed the relation witout labels listed.
Is there a way to get the report as desired?
Tahnks a lot.
Hey @baernhardj, Happy Friday!
Thank you very much for sharing screenshots about this matter. Please ensure that your data source includes all necessary fields for contacts and companies, as well as association labels.
I want to invite some of our top experts to share their thoughts @Jnix284, @Shadab_Khan, and @Olivia_Bagnall do you have any recommendations for @baernhardj matter?
Thank you,
Pam
@baernhardj it looks like you have everything configured in a way that should display the association labels and isn’t - I can’t figure out what would be missing here @PamCotton and think it might be a bug with the report.
Thanks @PamCotton and @Jnix284 for your answer.
I checked the report again. Probably it differs with custom objects?
Our setup has one associated object on top. This is a custom object related to contacts (and a company). This custom object is called Gremium (committee). The object has a property Name. The association to the contacts has a label called ‘Präsident’ and ‘Vizepräsident’ (president | vice president). All normal members has no labels on the association, only two people has a label.
What I really want to have ist a list of all committees with all presidents / vice presidents and members with the ‘function’ (label name).
DataSource:
At first, I didn’t configure any labels in the data source.
Then I created the table report with one filter: name of the committee has to be known. Othewise I get all contacts with or without relation to a committee.
Like this, I get no field association label.
Then I reconfigured the data source:
Then I get a field association label:
And at the end I reconfigured the data source again:
Now I see only the related contacts with the selected labels
This time with the name of the label. But all other related contacts are missing…
Is there a solution?
Tahnks.
Hi @baernhardj I don’t think you’re going to be able to build a report that has both - it’s either filtered to the contacts with the label, or all of the contacts without the label.
The only workaround I can think of is if you create a hidden property for the contact that is based on the association and adds that value as a property so you can use it in reporting instead of the label itself.
Hi @Jnix284
Thanks, but a hidden property won’t work. Because with one contact related to different committees with different roles in each committee…
Or we have to add a hidden property for each committee with the information. If there would be a list / table property, then it could be a possibility…
I’m sorry @baernhardj, without being able to get my hands on the data directly to fully understand how this is configured, it’s not easy for me to provide another solution. I’ve created small sample data, unfortunately it’s not enough to find a working solution without investing significant time.
@PamCotton Thanks for the Tag
@baernhardj Probably will have to two separate reports,
Thanks @Shadab_Khan
Which two reports do you have in mind?
One with all related contacts and on only with the labeld contacts?
At the end, we have to join the two reports in Excel, or is there a possibility to join two reports in HubSpot?
Thanks
