# Filtering reports using association labels

**URL:** <https://community.hubspot.com/t/filtering-reports-using-association-labels/46587>\
**Category:** CRM\
**Tags:** professional\
**Created:** [November 5, 2021, 10:04pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587 "2021-11-05T22:04:40Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![GEiselt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/geiselt/32/89529_2.png) [@GEiselt](https://community.hubspot.com/u/GEiselt)\
**Post date:** [November 5, 2021, 10:04pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/1 "2021-11-05T22:04:40Z")

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Greetings,

We opted into the beta for applying association labels between objects (e.g. Decision Maker, Advocate, etc. when associating Contacts to Deals).

I’m wondering if there’s a way to leverage these assocation labels in reporting as a filter; for our specific use case, we’re trying to get a high-level overview of how many Closed-Won Deals are affected by non-company references. We’ve already added “Reference” as a label, but would love to be able to filter for contacts who have that label.

If unavailable now, would love to know whether or not its planned as part of the full launch of the association label feature in the future.

Thank you!

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**Author:** ![SeanB\_407](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/seanb_407/32/86140_2.png) [@SeanB\_407](https://community.hubspot.com/u/SeanB_407)\
**Post date:** [November 5, 2021, 11:36pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/2 "2021-11-05T23:36:44Z")

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Yes please, this would be a great feature.

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [November 6, 2021, 6:45am UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/3 "2021-11-06T06:45:50Z")

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Hi @GEiselt,

Association labels are not supported for use in custom reports, see [here](https://knowledge.hubspot.com/crm-setup/associations-enhancements-beta#use-associations-in-hubspot-tools). However, in some scenarios you can work around this by filtering your report by a contact list, as contact lists allow you to filter for labels:

 ![karstenkoehler_0-1636181116385.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/c/7/c7f82d6b5f9b5244758ff7ec67fe61c284a220ed.png)

You can find the instructions here: [Create and use association labels](https://knowledge.hubspot.com/crm-setup/associations-enhancements-beta#filter-by-associations-in-lists)

Hope this helps!

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**Author:** ![JPedler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jpedler/32/68963_2.png) [@JPedler](https://community.hubspot.com/u/JPedler)\
**Post date:** [January 13, 2022, 5:30pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/4 "2022-01-13T17:30:03Z")

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Please see the comments below - I don’t think this is solved b/c can not use in reports and also can’t add this to list views. So if I am viewing a customer and look at the contacts association card on the right - it will show me (in random order unless you can help there too) 3-4 contacts. So I may see Contact A with Association ‘Lead Architect’ | Contact B with Association ‘Primary Contact’ | Contact C who has no association and then a link to show the rest of the contacts. But if I click the link - I now have no way of showing the Association Lables so how do I know what ‘type’ of contact they are?

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [March 11, 2022, 5:14pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/5 "2022-03-11T17:14:52Z")

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I noticed we have the ability to include the association labels in custom reports now. Does this forgo the need to use the list membership workaround?

 ![image (1).png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/e/7/e7107159a0c9cf4e53487a2d05c56525b675f1ad.png)

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<div class="post-metadata">

**Author:** ![GEiselt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/geiselt/32/89529_2.png) [@GEiselt](https://community.hubspot.com/u/GEiselt)\
**Post date:** [November 8, 2021, 3:35pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/6 "2021-11-08T15:35:54Z")

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Karsten,

Appreciate the idea! That actually should work in a pinch for us as we can then use the list membership as a filter on the report section as well.

Thanks again,

Greg

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [November 8, 2021, 3:42pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/7 "2021-11-08T15:42:25Z")

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Happy to help!

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**Author:** ![JPedler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jpedler/32/68963_2.png) [@JPedler](https://community.hubspot.com/u/JPedler)\
**Post date:** [November 30, 2021, 9:01pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/8 "2021-11-30T21:01:13Z")

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This seems like a viable ‘work around’ but for long-term solution the Association Labels should be treated as all other properties and available for use in Workflows, Reports, etc. without the need to first create a ‘list’ which is really a Marketing actitivity not sales or services activity. So how would I identify all companies that do not have a primary contact defined?

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**Author:** ![davidrevis](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/davidrevis/32/64675_2.png) [@davidrevis](https://community.hubspot.com/u/davidrevis)\
**Post date:** [January 6, 2022, 2:31pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/9 "2022-01-06T14:31:39Z")

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The work around would work for contacts but we are using the association labels to identify roles on a deal that are separate from the main client contacts such as Architects or Project Managers or Quantity Surveyors.

We then want to list all the deals where an Architect (for example) hasn’t been associated. These association labels definitely need to be reportable fields to be useful on deals.

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**Author:** ![MMetros5](https://avatars.discourse-cdn.com/v4/letter/m/9de053/32.png) [@MMetros5](https://community.hubspot.com/u/MMetros5)\
**Post date:** [January 31, 2022, 5:48am UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/10 "2022-01-31T05:48:48Z")

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We need this feature.

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**Author:** ![LY](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ly/32/9140_2.png) [@LY](https://community.hubspot.com/u/LY)\
**Post date:** [March 16, 2022, 8:45pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/11 "2022-03-16T20:45:42Z")

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If a cross-object report shows both deals and contacts, I would like the association label between the deal and the contact to be a column on the report.

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**Author:** ![FMaher](https://avatars.discourse-cdn.com/v4/letter/f/ebca7d/32.png) [@FMaher](https://community.hubspot.com/u/FMaher)\
**Post date:** [April 7, 2022, 3:36am UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/12 "2022-04-07T03:36:00Z")

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To ensure partner contacts are kept out of workflows, we need to ensure all partner contacts on deals are labelled. I need a way to check there is a labelled partner contact on every deal. At the moment the only way for me to check this is to go into each deal individually (very tedius and time consuming).

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**Author:** ![rstober](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rstober/32/66820_2.png) [@rstober](https://community.hubspot.com/u/rstober)\
**Post date:** [April 21, 2022, 2:03pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/13 "2022-04-21T14:03:13Z")

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We desperately need association labels to be managed similarly to properties. This would allow us to use them in workflows effectively and filter them without weird workarounds. We are super excited about the new association labels, but the lack of automation and basic abilities make them near impossible for us to use.

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<div class="post-metadata">

**Author:** ![LY](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ly/32/9140_2.png) [@LY](https://community.hubspot.com/u/LY)\
**Post date:** [May 19, 2022, 9:17pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/14 "2022-05-19T21:17:54Z")

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I agree. We’ve had lots of options for grouping together contacts who share a certain trait in relation to ANY deal of theirs. The new feature we need is a way to see which traits they have in relation to which deals all in once place. If a contact is a seller on 3 deals and a buyer on 7 others, I could always have used a custom property or a list to designate that this person is a seller and a buyer. What I still can’t do that would be very useful is pull a report showing me in one place the names of all the person’s deals and which role they play on each deal.

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**Author:** ![TitiCuisset](https://avatars.discourse-cdn.com/v4/letter/t/8baadc/32.png) [@TitiCuisset](https://community.hubspot.com/u/TitiCuisset)\
**Post date:** [May 20, 2022, 8:45am UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/15 "2022-05-20T08:45:39Z")

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Hi @GEiselt @rstober @LY and everyone in this thread.  
I want to share with you the following ideas regarding this in our Ideas Forum:

[View Association Labels in Cross-Object Reports](https://community.hubspot.com/t5/HubSpot-Ideas/View-Association-Labels-in-Cross-Object-Reports/idi-p/517599)  
[Associations (Currently in Beta): 2nd idea: Contacts filter by label](https://community.hubspot.com/t5/HubSpot-Ideas/Associations-Currently-in-Beta-2nd-idea-Contacts-filter-by-label/idi-p/600853)

[Update associated labels by workflows in pipelines](https://community.hubspot.com/t5/HubSpot-Ideas/Update-associated-labels-by-workflows-in-pipelines/idi-p/510493)

I’d recommend upvoting these ideas, and also commenting them with your use cases. You can also subscribe to the idea ( **Options \> Subscribe** ) to get notified if the status changes. This is the best place to give feedback to the Product Team as they regularly monitor the space.

Thank you!

Best

Tiphaine

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**Author:** ![alwinpianka](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alwinpianka/32/9140_2.png) [@alwinpianka](https://community.hubspot.com/u/alwinpianka)\
**Post date:** [August 1, 2022, 2:27pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/16 "2022-08-01T14:27:45Z")

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I’d love to have this feature available as well!

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**Author:** ![kvlschaefer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kvlschaefer/32/71076_2.png) [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Post date:** [August 1, 2022, 3:13pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/17 "2022-08-01T15:13:01Z")

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Thanks for your feedback, @alwinpianka!

I would encourage you to upvote and subscribe to the ideas linked in [@TitiCuisset](https://community.hubspot.com/t5/user/viewprofilepage/user-id/89150)’s reply to show support for this product suggestion:

[View Association Labels in Cross-Object Reports](https://community.hubspot.com/t5/HubSpot-Ideas/View-Association-Labels-in-Cross-Object-Reports/idi-p/517599)  
[Associations (Currently in Beta): 2nd idea: Contacts filter by label](https://community.hubspot.com/t5/HubSpot-Ideas/Associations-Currently-in-Beta-2nd-idea-Contacts-filter-by-label/idi-p/600853)

[Update associated labels by workflows in pipelines](https://community.hubspot.com/t5/HubSpot-Ideas/Update-associated-labels-by-workflows-in-pipelines/idi-p/510493)

Our product team, who monitors the [Ideas Forum](https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas) regularly, can read your specific use case and understand why this would be a useful functionality or change.

Thank you,

Kristen

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<div class="post-metadata">

**Author:** ![AHatcher6](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ahatcher6/32/52876_2.png) [@AHatcher6](https://community.hubspot.com/u/AHatcher6)\
**Post date:** [October 4, 2022, 9:49am UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/18 "2022-10-04T09:49:05Z")

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Yes please need this feature and the ability to assign associations via workflows, otherwise it’s a manual process and very tedious.

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**Author:** ![RStaley](https://avatars.discourse-cdn.com/v4/letter/r/ecae2f/32.png) [@RStaley](https://community.hubspot.com/u/RStaley)\
**Post date:** [December 6, 2022, 5:36pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/19 "2022-12-06T17:36:15Z")

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Use of association labels in reports has been SOLVED. Here is a screencast I made to help anyone looking to add important association labels to their reports: [Association Labels in Reports - 12/6/2022, 9:03:16 AM](https://vimeo.com/778558624/02bec0a223)

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<div class="post-metadata">

**Author:** ![FMaher](https://avatars.discourse-cdn.com/v4/letter/f/ebca7d/32.png) [@FMaher](https://community.hubspot.com/u/FMaher)\
**Post date:** [March 9, 2023, 9:53pm UTC](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587/20 "2023-03-09T21:53:50Z")

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Is it possible to report on association labels? I need all contacts from partner companies (specific companies) on a deal to have a ‘partner’ association label. If I run a custom report displaying all deals and associated contacts and companies - I can’t see if the contacts from partner companies all have the label. Is there a way to view this?

[Next page](https://community.hubspot.com/t/filtering-reports-using-association-labels/46587.md?page=2)
