Report that how a specific property has been updated over time (history)

Smart CRM & Sales Hub CRM
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1

Hi everyone,

We have a company property called “Contract End Date” and we’d to create report that displays the all the values this property has held over time - a report showing the property history. I know we can look at “Property History” one record at a time about that would be very time consuming to do for all clients.

We recently updated to Enterprise for all hubs, including Operations.

Thank you!

Jenny

2

Hi @Jenny26,

This is not possible unfortunately, regardless of the HubSpot subscription. You would have to export the property history and perform this analysis outside of HubSpot: Organize, delete, and export properties

Best regards!

3

Hi @Jenny26

There is currently no out of the box way to report on a revision history other than exporting the property history as you have already mentioned, but you can build a history you can report on using custom properties and a workflow. For Example:

Contract End Date Copy

Contract End Date Date Set

Previous Contract End Date 1

Previous Contract End Date Date Set 1

Previous Contract End Date 2

Previous End Date Date Set 2

As many sets of these as you deem necessary. It might make sense to start with 5? Maybe you only care about when it was changed and not the prior value and you can reduce field utilization by omitting that.

Then you have a workflow like this:

Trigger: Contract End Date is Known

Branch on Contract End Date Copy is Known

If no,

Action: Copy Contract End Date to Contract End Date Copy

Action: Set Contract End Date Copy Date to date of Step

If Yes:

Branch on Previous Contract End Date 1 is Known

If no:

Action: Copy Contract End Date Copy to Previous Contract End Date 1

Action: Copy Contract End Date Date Set to Previous Contract End Date Date Set 1

Action: Copy Contract End Date to Contract End Date Copy

Action: Set Contract End Date Copy Date to date of Step

And so on until you have been through all of the history fields you created. With each sequential historical change the list of actions will get longer as you push the earliest date down the list.

It’s a cumbersome worklfow to build but it’s set and forget and should do the trick for you.

Hope this helps!