Client wants to know how many entries for example of a custom event (lets call it Purchase) over the entire history. Is there a workaround to the 5 year range limit that could be used (merging datasets in reports etc). Not super useful if we cannot Leer más
HubSpot’s native reporting does impose a 5-year limit for custom event data (like your "Purchase" event), but here are proven workarounds to analyze...Leer más
I feel like Datasets are an underappreciated part of Operation Hub. Especially with the improvements over the last year or so. I made a video to highlight some of the powers it has since there isn't a lot of content showing that right now.
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Hi @DanMYD ,
Thank you so much for sharing your video! It's great to see someone highlighting the capabilities of Datasets in Operations Hub...Leer más
Hey folks, In my database, I have some contacts who are affiliates who are referring new contacts. When that happens, a new contact will store the affiliate ID of the person it has been referred by. Now, in my dataset I want to join the affi Leer más
Hi @fiberpunk ,
It sounds like you’ve done a great job with your data structuring so far! Here are a few thoughts that might help address your is...Leer más
Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link deals to both the partner co Leer más
You're not alone in this one! I've seen everything from spreadsheet manual management of partner programs (noooooo!) to some really nice integrations...Leer más
Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as Leer más
Hey @ErikHolmberg , thank you for posting in our Community.
Great question! When working with HubSpot’s datasets and formula fields, it can ...Leer más
Hello, I think I missed a part of documentation. Could someone please point me in the right direction to solve the issue below? How do I get the dataset forumla field value to display in the custom report? Dataset forumla field value is not app Leer más
HubSpot support was able to assist. Sharing answer here in case someone else ever needs this. The error was in parenthesis. While all were closed...Leer más
Hi All Hope this is the right place for this question. Has anyone else's 'Record ID' format changed recently? Ours has been 6-digits for a long time, but suddenly recently it's jumped to 10-digits. Obviously this doesn't make any operational diff Leer más
Hi @Robin_Miller ,
Yes, this change was announced in December 2023 and is explained here: https://community.hubspot.com/t5/Developer-Announce...Leer más
I want to have insight into a companies deal performance by individual order number (i.e. how does a companies 8th deal closed, compare to their next 5 deals closed). In the past I have done this outside of HubSpot, but wanted to try and do this Leer más
After Hubspot improved the look of the dataset yesterday, all of our dataset-based reports crashed. Reports created from scratch, identical to the ones that crashed, work just fine. Anyone facing the same issue? Any solution? Thanks
I'm trying to set up a report that shows the average number of Hubspot tickets per user. My definition of "Users" is a custom property on the company object with that same name - each customer has this filled in. So to achieve this calculation, we w Leer más
@deepikaverma Thanks for your reply. Yes, I've tried data sets, not for this specific problem but for similar ones. I could of course be using them...Leer más
Hi @DChampion01 ,
If you're referring to getting started with HubSpot overall, I'd recommend this resource: https://academy.hubspot.com/cours...Leer más
Hello, In a report, how does one get dataset-created fields to display results in the order they were entered into the dataset field filter (or based on the value of the original property) instead of alphabetically by filter result? Use case Leer más