I need to create a report showing the number of clients that terminated their service in a given quarter. I track it by setting their status to exclient.
Unfortunatelly we do not use recurring billing in HubSpot so what I have is a date when the deal was closed and the fact that they are now an ex-client?
Can I create a report without having to create a custom field with the “became ex-client date”?
Hi @KubaNowakowski,
Not directly, no. You could export the property history for the field that stores the ex-client status: Organize, delete, and export properties
Once exported, you can re-import the date from the export file into a date property.
But yes, going forward, I’d recommend creating a workflow that enrolls records when the status is changed and then stamps the current date (“Set property value”).
Best regards!
To the best of my knowledge you will have to use a custom date property to time-stamp when someone became an “ex-client”. Even though HubSpot captures when property values are set or changed in the property history of a contact, that information is simply “meta data” and not something you can use in reports.
If you have a Pro Subsciption I would recommend creating a custom date property and setting up a workflow that “timestamps” that property when a contact’s status changes to “ex client”.
I hope that helps.
Frank
This is great! Thanks gentlmen!