Is there a way to group properties selections into higher level buckets for reporting?

Smart CRM & Sales Hub CRM
1

For example, we use the native hubspot industry list, but for reporting want to report as:

  • Professional Services (consulting, legal, accounting, staffing)
  • Technology & Software
  • Healthcare & Wellness
  • Education & Training
  • Facilities & Maintenance Services
  • Logistics & Transportation
  • Consumer & Retail Services
  • Other / Not Classified

Can we make industries x y z = professional services for reporting?
Similarly, we sue the native state list, but want to report based on regions: Northeast, Southeast, Midwest, West, Pacific.

Can we make states A B C = Northeast for reporting?

2

Hi @AReyes22,

The easiest way to do this now is to use the new formula fields: Create formula fields in the custom report builder

You would create a formula with an if statement: if property value is x, y, z, return the value ‘Professional services’. Once the formula field is created, you can use it like any other field in a report.

The great thing is that you don’t need an additional property, workflow, or else for this. It’s all directly in the report, like an Excel or Sheets formula.

Best regards

3

Hi @AReyes22

Yes, you can get exactly that outcome without creating extra properties or workflows. HubSpot’s new formula fields let you build your own “category buckets” directly inside the custom report builder. The documentation walks through how these formulas work and how to reference picklist values in an IF statement

(Create formula fields in the custom report builder )

Inside the report, you create a formula like:
If Industry is consulting, legal, accounting, or staffing, then return “Professional Services.” Do the same for your other buckets. Once saved, this becomes a usable field for grouping, filtering, or percent breakdowns. Same approach works for your state-to-region mapping, so Northeast, Midwest, Pacific and the rest become clean reporting dimensions even though the underlying record still stores the original state or industry.

If your industry or geography values also live in other systems and need to stay aligned, Stacksync keeps those fields synced in real time so the formulas in your reports stay consistent. Hope this helps.