Left join custom report with filters on secondary data source

Marketing & Content Hub Reporting & Analytics
1

I have a Company (Primary) and Contact (Secondary) custom report.

I want to see how many companies don’t have any contacts associated which have a specific job title. However, whenever I add a filter on the Contact object, it filters out all Company records with 0 contacts that meet the filter criteria.

I can create a rollup field on the company object, but this is very limiting and I don’t want to have to create a new field each time I want to look up a different job title.

2

Hi @JustinHumphreys,

As far as I know, you can’t avoid at least creating one segment for this.

  1. Create a company-based segment that filters for companies which are associated to at least one contact with that specific job title
  2. Create a report (or: for your “how many” question another segment could actually suffice) that returns companies which are not a member of the first segment

HubSpot only has “any of the associated records meets filter criteria” filters, there aren’t any “none of the associated records meets filter criteria” filters. Hence the assisting segment.

Best regards