CRM

hubsp
Contributor

Customize columns in report details

SOLVE

Hi

 

When I click on a report graph I get a details view width the following columns:

 

hubsp_0-1604645042299.png

 

How do I customize and select what columns to show in the report details?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize columns in report details

SOLVE

Hi @hubsp,

 

I just tested this myself on a 'Deal stage funnel with deal totals and conversion rates' report, HubSpot doesn't seem to have any customization options for the views that you see when you click into a report.

 

As a workaround, I'd suggest creating a filtered deal view that matches the filters of the report you want to drill into. It's not ideal: You'd have to switch between reports and filtered deal views. However, for easy access you can save views, see here.

 

If you think that there should be customization options, I suggest you post this idea in the HubSpot Ideas section of the community. The HubSpot product team reviews these posts based on demand and popularity.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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4 Replies 4
MrBean
Contributor

Customize columns in report details

SOLVE

I would try adding properties to included fields (if doing a custom report) and add properties in the data step (if doing a single-object report)

 

Even if they aren't used in the actual filters, they should show up when you drill into the numbers. 

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Customize columns in report details

SOLVE

Thanks for sharing, @MrBean


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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize columns in report details

SOLVE

Hi @hubsp,

 

I just tested this myself on a 'Deal stage funnel with deal totals and conversion rates' report, HubSpot doesn't seem to have any customization options for the views that you see when you click into a report.

 

As a workaround, I'd suggest creating a filtered deal view that matches the filters of the report you want to drill into. It's not ideal: You'd have to switch between reports and filtered deal views. However, for easy access you can save views, see here.

 

If you think that there should be customization options, I suggest you post this idea in the HubSpot Ideas section of the community. The HubSpot product team reviews these posts based on demand and popularity.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.