@RStaley This video was a huge help. Thank you so much!
Thanks for the video. Came across with the same issue wherein if the deal record has multiple associated contacts, and I only want to show the Primary ones. Good thing we are religiously adding the association label to primary contacts in case there’s two or more in the deal. Now we don’t see the deal record appearing more than ones in the report.
PS:
“I Didn’t realize that there was that option on Data Source to uncheck ‘all contacts’ until I watched your video”
Cheers!
This was very useful. Thank you!
love the video. ty for recording. well done
Thanks very much for the solution - we can now view association labels on our deal reports! However, has anyone found a way to produce an exception report e.g. only show deals where the association label is ‘unknown’?
Many thanks in advance!
Hi @GWebb6, thanks for you question 
You should be able to use the labels in reports, more on this in this section and this one
Hope this helps,
Diana
Hi Diana
Thanks for your reply - much appreciated
The issue we are having is - we can view association labels (in our particular case, contact association labels on deals) which is good. However, we can’t then view deals where the association label is unknown/has never been set.
We are trying to create a report that flags where association labels have not been set.
Any tips would be greatly appreciated!
Best regards
Yes this is our issue too.
Hi @GWebb6 and @FMaher, hope you are having a great Friday!
After investigating that’s the expected behavior, since these labels don’t work as properties we won’t be able to configure to set, for example : is unknown.
I encourage you to create the idea here. This way it will be seen by the product team, therefore it will have more chances to be implemented in the future
Best,
Diana
Hello
I think the solution presented above is a very clever one but it is a partial one.
It excludes all data with different labels from the whole report which is not always the desible outcome. The best solution would be to “bring” all the data to the report and the then show only the filtered ones.
Let me give an example, similar to the one showed in the video, but simpler one: We want a report to have:
- the company name
- the name of the decision maker
- the number of contacts in the company, including “non decision makers”
Following the solution above, you can not have the 3rd, because it will only count the decision makers. The others will be totaly excluded from the report.
I just tried an other solution, which seems to work better for this example:
1. I created a list, filtering contactss, bsed on association labels. This was not easy to find, but hopefully there are insructions here Create and use association labels (hubspot.com)
2. I created a report based on the list, meaning that the main filter is: contact must belong to the list. Then I can use all the data I want to formulate my report. I can have the number of associated contacts for every company, showing all of them, not only the decision maker
I would appreciate your feedback and i would be happy to answer any questions or share screenshots.
Christos
The ability to filter reports using association labels is a powerful feature that can provide insightful data analysis, especially for tracking the influence of various roles like Decision Maker or Advocate on your deals. AutoCAD LT 2024 download. Currently, if the beta version you’re participating in does not support this functionality, it’s not possible to filter reports based on these labels directly.