Hi there, Question for everyone. We’ve begun to implement deal association tags - speficially to denote when a partner has w…

Hi @TLarson5 , Generally, this happens because HubSpot pulls reporting data from associated records, often from the primary …

@TLarson5 that was exactly the point of my previous reply :wink: adjust the data sources to reflect records with the right as…

@TLarson5 you could, yes :slightly_smiling_face:

Addendum - Apparently our “Industry” is based on a field on the company. My intuition is leading me to believe that because I…

Hi @TLarson5 , Can you please share a screenshot if the data sources in your report and of your report configuration? It doe…

@ArisudanTiwari @karstenkoehler - I was just messing around with the reports, I noticed that the No Value deals are duplicate…

@karstenkoehler One follow up question - if we had parteners source a deal for us (partner A) and another helped us close the…

Deal Associations Breaking Industry Reports

karstenkoehler July 9, 2025, 3:59am 8

@TLarson5 you could, yes

Topic		Replies	Views
CRM Report: Filter by Company <> Deal Association Label CRM crm , reports , object	2	1477	July 17, 2025
Reporting on Deals with Association Label Dashboards & Reporting crm , reports	1	1198	June 27, 2025
Report on Primary Company only on deals CRM professional	4	4390	March 25, 2024
Client and partner in the same deal Tips, Tricks & Best Practices professional	3	992	February 7, 2025
Reporting & List view on ALL Associated Companies to deals HubSpot Ideas reports , object	3	2160	October 10, 2023