Jul 30, 2021 12:11 PM - edited Aug 2, 2021 3:53 PM
I am a Marketing Hub Professional, Sales Hub Enterprise, and Service Hub Professional user. Is it possible to build a report view within a contact record based on a custom objects properties ( see img at end for example )? For example, lets say I have a custom customer record object named "Ordered Items" that includes the following: date ordered, order number, product sku, product name, product quantity, product price, and product category.
If I'm able to create filters using these properties in the "Attribution Report Builder" wouldn't it be possible to do the following?
1. Create a pie chart that shows categories the contact has ordered by % of the total.
2. Include this report by default on each contact record.
3. Change the date range that the chart builds the report from.
These filter options are obviously not avialable by default, but I'm curious to know if there is any API endpoints that can be leveraged to accomplish the goal on seeing a report containing this data on each customer record; or by any other method.
Jul 30, 2021 1:50 PM