I am trying to build a report that shows logged meetings at a high-level with the ability to click on a meeting directly in the report should someone want to read the meeting details. Currently, I’m only able to link to the associated company, contact and/or deal. I can get the meeting details to show in the report when I hover over it, however, the text is very small and poor formating.
Hey @NAnderson7 - thanks for posting in the Community!
Just to clarify - is the question here how to edit the formatting of the meeting details? It sounds like you may have accomplished what you’re looking to achieve, I just want to clarify the goal of your post! =D If this is true, would you mind providing a screenshot of how you see these details?
Shane, Community Manager
Perhaps it’s both, wanting better visual or way to expand on meeting descriptions aside from hovering over the text as this is small and hard to read. My intital ask was to have the report link directly to the logged meeting vs. only the company/contact and having to sift through to find it.
Hi @NAnderson7,
This used to be possible, see here, but it’s not anymore – for what reason I cannot say.
The fields for associated records were removed from the single object report builder and the functionality never existed, as far as I can tell, in the custom report builder.
Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Clickable-Links-to-Meetings-in-Report-Details/idi-p/998944
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!