Dashboards & Reporting

NParshotam
Contributor

Click through records in reports

As a report user, I would like to click on a record to take me to that specific record (deal, contact, etc) so I can review or edit the data. 

 

Right now, records are displayed in a report but there is no way to click into the record to find more details on the specific row.

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8 Replies 8
NParshotam
Contributor

Click through records in reports

Attached is a screenshot. 

 

I'd like to have a report that doesn't show the Customize and Cancel buttons at the bottom ( might be a different idea I proposed), and have the parameters on the left of the table removed. 

 

In addition, if I click on a record, I'd like to be taken to that record.

 

Hope this clarifies things.

 

 

Screen Shot 2022-05-23 at 12.16.05 PM.png

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Click through records in reports

Hi @NParshotam,

 

This is already a detailed view of the report. Once placed on a dashboard, you will not see the left sidebar. Also, if you click into anything that's highlighted in blue, HubSpot should take you to the corresponding records – can you please try?

 

The user interface you're looking at cannot be customized.

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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NParshotam
Contributor

Click through records in reports

You're right. Sadly, only the amounts are clickable and that then opens a
pop-up box that shows the deal that's then clickable. One click too many.
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Click through records in reports

Hi @NParshotam,

 

Is this created in the Custom Report Builder? If you use the classic report builder (Single object > Deal), then the Deal name column is clickable and will take you to the record directly.

 

You can request that this is changed for the Custom Report Builder in the HubSpot Ideas section of the community. The product team reviews these requests based on popularity.

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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NParshotam
Contributor

Click through records in reports

Thanks for the suggestion. I tried that but the report now doesn't sum the
amount in company currency column.
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Click through records in reports

Hi @NParshotam,

 

In the majority of reports, this is possible. Clicking into any data point (slice of a pie chart, bar in a bar chart etc) will open a table of the contact data behind this slice, bar etc.

 

Which report exactly are you referring to?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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NParshotam
Contributor

Click through records in reports

A table report - I have tried but clicking doesn't work.
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Click through records in reports

Hi @NParshotam,

 

Table visualizations are usually clickable. What exactly is your report showing, could you share more details or even a screenshot?

 

Best regards

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.