Time for another reporting session at the Admins HUG! In November of last year, we had Product Manager Stephen McMillian come and show us the power of Datasets in Operations Hub Enterprise. In May of this year, we had Product Manager Kit Lyman answer all our questions about the Custom Report Builder. Now, we’re having Stephen and Kit come together to share recent updates to each of these reporting tools and to demonstrate the power that comes from combining the two together.
Come to get your minds blown and your questions answered!
Posting some of the resources Kit shared in the chat during the event here, if you are interested in checking them out.
This resource is helpful for understanding syntax for writing out formulas, which would help explain the formatting of everything: knowledge.hubspot.com/reports/create-and-use-datasets
This helpful article covers some example summary function calculations: knowledge.hubspot.com/reports/create-and-use-summary-functions
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