I am new to using HubSpot, and I am running into a couple of problems with the Custom Report builder, that I am hoping someone can help with.
I have, successfully, built a report that shows the number of deals and at which stage they are currently sitting it. It is shown using the KPI summary. I am then adding fields (e.g., contact name, email address etc) so that when I click on the number under a stage header, it shows the list of people and the information I have added within the fields section.
I am aware that I can create a seperate report to do this for me, but we are capped at certain number of reports and I am trying to save space by doing it this way.
Due to the nature of our business, we will almost always have two contacts attached to each deal. How can I get the report to show each contact on the same line, instead of showing the deal on two lines with different contacts?
Additionally; the fields appear to be showing in a random order - not alphabtical, and not grouped by contact/deal information. How can I get the report to show fields in the order I selected fields?
Additionally; the fields appear to be showing in a random order - not alphabtical, and not grouped by contact/deal information. How can I get the report to show fields in the order I selected fields?
Again assuming that you’re using a table chart, the order of the columns follows the order of the fields you’ve dragged here:
I have attached two screenshots to try and make it a little clearer. I am not creating a table chart report, I have created a KPI report and using looking to use the report within this to generate a list of names/data. As mentioned, I’m trying to do this to save space due to our limited number of reports avaliable.
You can see in the first picture the order of fields, and the actual order shown in the second.
You can double check with support but in these cases, if the available settings don’t affect what you’re seeing, it’s likely not possible at this stage, unfortunately.
