Hi, it would be super helpful if we could create static reports in Hubspot similar to the static lists that we can make for contacts.
We create new reports each year in Hubspot, but this has shown to be highly inaccurate as Hubspot continually updates reports. Having a static report would allow us to put together more historical reports that we can go back to and know that what is being shown is accurate.
Your help in making this possible would be greatly appreciated.
Thanks!
Hi @JButler8,
Nice idea, I like it! The best place for these kinds of requests is the HubSpot Ideas section of the community. Submissions in that section are monitored by the product team and evaluated based on their popularity.
Best regards!
Hi @JButler8 ,
You can set the date range of reports for the criteria that they intend for and this will achieve a similar effect as having static reports. The limitation of this is that the contact/company/deal might meet the criteria in the past and not any more so they will not be included in the report.
The best way forward here is for the customer to export the report and keep it on hand as static reports are not currently supported in HubSpot.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Hi @webdew,
By adjusting the date range, the report would not show historic values of properties. It would not be a snapshot in time.
Best regards