Absolutely - this is data management & reporting 101. Please HUbSpot we absolutely need to be able to report on Parent teams with the choice to show their nested teams data as spart of the parent team or separateley as is currently the ONLY option. How do we present data to stakeholders without being able to simple show the parent team hieracrchy, including all the nested team data in these reports!
Regards
Shaun
Seeff
I would also like to report on parent structures.
More specifically: I want to create a dashboard of various parent companies, tracking the progress of client status (yes/no) of the children.
So if there are 10 children in 1 parent, and 6 of those childres are clients, 4 are not, I want to create a pie chart demonstrating 60% vs 40% client vs non-client of that specific parent. I want to use this to track progress within my account management.
I agree - this is a must have! If we have child & parent associations, why can’t we report or pull lists.
An example that came up today is that our partner success manager wants a list of all companies with a child association to a specific parent company. Not possible!
Absolutely we need something more robust on this - internally i’m hearing a lot of ‘well we may as well do this in another system’. I’ve come up with a workaround using the listings object but it’s not entirely elegant and it’s tricky in places making sure that we have captured and labelled the companies in the way we want to.
It would be easier if we didn’t have to do that and could just have parent and child reporting possible!
Thanks!