Filter by the "more than X days ago"
SOLVE
2 Accepted solutions
Filter by the "more than X days ago"
SOLVEHi @alex-samuilov,
You're correct, filtering via list membership is currently the only option.
Other users have already requested better filtering options:
Date-filters: Improve Options Across all of Hubspot [Master Idea]
Filter using relative date values ("TODAY" etc.)
I'd recommend upvoting and commenting. Both requests have good traction already. (The product team reviews these requests based on their popularity.)
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Filter by the "more than X days ago"
SOLVEHi @alex-samuilov.
Good news, HubSpot has made an update this week 🙂
(So finally, after a year, your original query is solved.)
Have a great day!
PS. If you could mark my reply as an accepted solution, I'd appreciate that.
COMPANIES | DEALS | TICKETS | CONTACTS | CUSTOM OBJECTS[Live] New Filters for Date Properties on Object Index Pages
Mar 28, 2023What is it?
When filtering by date on your object index pages, you now have the option to apply "is more/less than [x] days ago" criteria.
Why does it matter?
Prior to this release, filtering by dates on a rolling basis in the object index pages was pretty tough to do. For example:
- If you wanted to see all of your contacts who were created in the last 7 days, you had to select a date last week in the calendar input, then update that filter every day so that it continued to represent the previous 7 days from today's date. 👎
By allowing you specify the number of days before or after a specific date, you can easily segment for the records that were created in a given time frame. Using the same example above, you'll now be able to apply the following criteria:
- [Create Date] [is less than] [7] [days ago]
From there you can just save the view and move on to your next to-do list item, saving you time and unnecessary frustration!
How does it work?
To start using these filters:
- Navigate to any of your object index pages.
- Select All filters.
- Select any date property (e.g., "Became a customer date").
Once you've selected the date property you'd like to filter on, you will see the new options for "is more than" and "is less than." Click the blue text next to change "day(s) ago" to "day(s) from now" and enter the number of days you wish to search on.
Who gets it?
This feature is available to all HubSpot customers.
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Filter by the "more than X days ago"
SOLVEHi @alex-samuilov.
Good news, HubSpot has made an update this week 🙂
(So finally, after a year, your original query is solved.)
Have a great day!
PS. If you could mark my reply as an accepted solution, I'd appreciate that.
COMPANIES | DEALS | TICKETS | CONTACTS | CUSTOM OBJECTS[Live] New Filters for Date Properties on Object Index Pages
Mar 28, 2023What is it?
When filtering by date on your object index pages, you now have the option to apply "is more/less than [x] days ago" criteria.
Why does it matter?
Prior to this release, filtering by dates on a rolling basis in the object index pages was pretty tough to do. For example:
- If you wanted to see all of your contacts who were created in the last 7 days, you had to select a date last week in the calendar input, then update that filter every day so that it continued to represent the previous 7 days from today's date. 👎
By allowing you specify the number of days before or after a specific date, you can easily segment for the records that were created in a given time frame. Using the same example above, you'll now be able to apply the following criteria:
- [Create Date] [is less than] [7] [days ago]
From there you can just save the view and move on to your next to-do list item, saving you time and unnecessary frustration!
How does it work?
To start using these filters:
- Navigate to any of your object index pages.
- Select All filters.
- Select any date property (e.g., "Became a customer date").
Once you've selected the date property you'd like to filter on, you will see the new options for "is more than" and "is less than." Click the blue text next to change "day(s) ago" to "day(s) from now" and enter the number of days you wish to search on.
Who gets it?
This feature is available to all HubSpot customers.
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Filter by the "more than X days ago"
SOLVE@karstenkoehler wonderful that the "more than x days ago" filter was added but I'm unable to find it when looking at filters for contacts or deals. I tried testing different "date" fields and don't see the new option you're referring to. Screenshot of the filter options for Deals->Actual Close Date below. Is the feature rolled out to everyone or am I missing something?
Thanks!
Filter by the "more than X days ago"
SOLVEHi @alex-samuilov,
You're correct, filtering via list membership is currently the only option.
Other users have already requested better filtering options:
Date-filters: Improve Options Across all of Hubspot [Master Idea]
Filter using relative date values ("TODAY" etc.)
I'd recommend upvoting and commenting. Both requests have good traction already. (The product team reviews these requests based on their popularity.)
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
