Totally needed !!!
Was surpried is was not there since it is one of the most common types reporting you want to do, set it up once with a relative date and then use the report as is hundreds/thousands of time without making somone change the date every time you want to use it.
Need this. It’s basic fitering for a CRM.
Our team needs this functionality very badly! We are feeling limited without it. Please incorporate this soon.
I want to create a list that uses a date field. I want to specify “this week” so it’s a rolling date, similar to what we can do with contact filters. This isn’t possible; rolling date filters are only possible on lists with the page views property. This seems inconsistent to me, and also prevents the creation of lists that are based on rolling dates. In this case, I want to create a list of users who registered for our app in the current week, which I can then use for various activities, including an external data pull for reporting purposes.
I’m truly surprised there aren’t more upvotes and comments on this suggestion.
SO much of the automation is dependent on being able to do rolling ranges as we’re able to do in the Sales Contacts view - both per the example above:
- “this / last - week/month/quarter/year” etc.
But also -
- “is between”
- and “is more than”
- and “is less than”
…are critically needed, both in list building and in worflows!!
and to make it more confusing, there seem to be some properties where, at least for workflows, it DOES allow relative date date selection, yet other date properties that don’t.
When trying to re-engage for a contact who’s been inactive for a few months, or tons of other use cases that I won’t dig in to here, having to manually re-set dates vs the ability to do a relative date is a major limitation to really utilizing the potential power of HubSpot.
I agree with both parites who already commented. These rolling dates are a must for all events and properties that have any kind of date refinement.
Another massive inconsistency issue with HubSpot. First, I discover that their multinational SEO tool is available on their COS and Landing Pages … but not their blogs (if you need it on one, you’ll need it on the other). Now the inconsistencies with rolling dates. Why not have the same functionality for all the different modules??? I can’t set up follow-ups based off the day someone has an event… I can’t send feedback follow-ups… I can’t even send opp follow-ups.
Really really big miss here and absolutely shocking that this doesn’t have thousands of votes.
Super frustrating. Trying to set this rolling-date logic for Activities but you can’t. Please fix HubSpot!
Yes please, this is such an easy solution which would make a ton of difference.
Thanks,
Matija
how are so few people having issues with this? How on earth do you plan to compete with salesforce as a CRM when you don’t have a basic list building functionality. Also, why offer this on some properties and not others. Why can I filter by rolling date on a form but not on a contact? Would love to hear an explanation Hubspot. Huge miss.
@thisisdatis does Salesforce have this covered? We moved to Hubspot from PD in hope of having better reporting it turns out that it’s not so much better after all. It’s really baffling to me that at some places you can have rolling dates and at other don’t even if it’s the same property!
Yes, our team really need this too!
This would be a big help for our workflow as well.
Have you tried using the “is more than # days from now” criteria option on your expiration date in the Lists tool? (please see screenshot)
It sounds like using “is more than 0 days from now” might get you what you’re looking for.
Cheers,
Gerard
I have a custom field called “event date” which indicates the date we are to deliver services for an event (we are an entertainment company and we send bands, DJs etc to private events)
I get much value out of being able to filter the hard coded Event Date custom field. Ex: I want to see all Events that are Closed Won but haven’t yet occured, so I filter Closed Won, and then Event Date =After Today.
HOWEVER, If I save that filter, the Event Date converts “Today” into today’s actual date. So if I come back in 1 week and open the saved filter and run it, it will show me events after the date I created the filter, not after the date I am opening the filter.
Is there a way to make it so that the filter is always “today” as in the actual day I am running it?
I completely agree this is a needed option. Especially when trying to aggregate the data into outside dashboards or vendors. Having to manually update the specific dates in cumbersome.
Louis
I operate an event based business and often need this feature as well.
In addition to just “today”, the option to choose the number of days like: close date is between “xx days from now” through “xx days from now”, which always updates according to the day I run it, would be fantastic as well!
Thanks. I’m glad I’m not alone. If someone knows a workaround, please let me know. I didn’t find one in the comments that I could tell.
I can’t believe this doesn’t exist! Needed desperately
Basic feature that HS needs to add