CRM

Sydney
Member

Reporting: Roll-Up of Number Property Across Companies

SOLVE

We have a field on companies called "Expected Referrals in 2020" - this is a number field. I need to create a very basic report that shows the TOTAL number of expected referrals across ALL companies. When creating the report, HS only rolls up the count of companies:


Ex: Company A: 10 Referrals, Company B: 5 Referrals - the total referrals for 2020 would be 15, but instead HS only gives me the rollup of companies (2). 

 

This seems like basic reporting logic so I would be surprised if this is not possible, but I have not found a way to create this. Any ideas? 

1 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Reporting: Roll-Up of Number Property Across Companies

SOLVE

Thanks for the tag @JessicaH

 

@Sydney, you should be able to do something like the following:

 

Image 2020-08-24 at 8.37.47 AM.png

 

I know my property differs, but it's a number field so you should be able to do the same.  Let me know if you have any questions.  Do be sure you have your date filter set correctly in the top left!

 

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

0 Upvotes
4 Replies 4
JessicaH
HubSpot Alumni
HubSpot Alumni

Reporting: Roll-Up of Number Property Across Companies

SOLVE

Hi @Sydney,

 

Thanks for reaching out.

I want to tag in some thought leaders to see if they have any suggestions.

 

Hi @AdamLPW @Bryantworks @Florie_HM, would you be able to share your thoughts with @Sydney?

 

Thanks!

Jess   


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Reporting: Roll-Up of Number Property Across Companies

SOLVE

Thanks for the tag @JessicaH

 

@Sydney, you should be able to do something like the following:

 

Image 2020-08-24 at 8.37.47 AM.png

 

I know my property differs, but it's a number field so you should be able to do the same.  Let me know if you have any questions.  Do be sure you have your date filter set correctly in the top left!

 

Chris Bryant | Your Dedicated HubSpot Expert
0 Upvotes
MartinK
Contributor

Reporting: Roll-Up of Number Property Across Companies

SOLVE

There should be a field type 'roll-up' that does exactly that. This functionality is badly needed in multiple ways everywhere a top hierarchy aggregates values from below. The solutions should be a combination of value type (what) and fomula (how). Salesforce does this quite elegantly in reporting. 

kvlschaefer
Community Manager
Community Manager

Reporting: Roll-Up of Number Property Across Companies

SOLVE

Hi @MartinK,

 

Thanks for your feedback!

I highly recommend submitting this feedback to the Ideas Forum This is where our Product team goes to receive feedback and also allows other users to upvote and comment on your idea.

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes