Creating a report on the change in history of a custom property
SOLVE
Hi Community,
I would like to make a report that shows how a value of a custom property has changed over time.
For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I update this property for a number of companies. Let's say that for company HubSpot, the property was changed based on the following:
May 1st - Registered Users = 50
June 1st - Registered Users = 60
July 1st - Registered Users = 45
I would like to build a line graph on that particular company will show the number of Registered Users across time (X axis - date by month / Y axis - number count). Or alternatively, I would like to build a table graph on all companies (rows - Company Name / columns - date by month).
The main point is that the property value might change each month and I would like to see how that property has changed over time.
Is this possible in HubSpot? Many thanks in advance for your replies!
Creating a report on the change in history of a custom property
SOLVE
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older properties.
So if this property changes from "50" to "60" it doesn't recognise that as a "growth" it would just recognise it as a new value.
If it is just for a single company record, you can easily get the historical information though, if you navigate to the company record, find your property and hover over it, there should be a "see history" button which will show you all historical values and their change date. There's a great article on this here.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Creating a report on the change in history of a custom property
SOLVE
Exactly Walter. If the workflow creating the custom object is triggered by a company object (e.g. create date is known) then it will form the association for you.
I tend to create a non-unique field for the new object with the record id of the associated object (the company), and also set a date property for the snapshot date as well as the value itself (in this case 'registered users').
This then charts nicely in a custom report. As I said above, you could even then put this in the overview tab of the original object (the company) and it will filter just for that object for you. Neat.
Creating a report on the change in history of a custom property
SOLVE
You can achieve this if you have Sales Ent and Ops Pro. Create a Custom Object for the data you want to report on, then have a scheduled workflow create a record at a set interval. You can then report on the custom object. If you add this to the overview tab of a deal, it is especially effective!
Creating a report on the change in history of a custom property
SOLVE
Dave - interesting I hadn't thought of a new Custom Object being created for the "Registered Users" monthly use case that @Juliaaa mentions in her original post above. So for her use case - you would suggest a Custom Object called "Registered Users" that is associated to the relevant Company standard object somehow - and then every Month a workflow runs to create a new record for that Custom Object ?
Creating a report on the change in history of a custom property
SOLVE
Exactly Walter. If the workflow creating the custom object is triggered by a company object (e.g. create date is known) then it will form the association for you.
I tend to create a non-unique field for the new object with the record id of the associated object (the company), and also set a date property for the snapshot date as well as the value itself (in this case 'registered users').
This then charts nicely in a custom report. As I said above, you could even then put this in the overview tab of the original object (the company) and it will filter just for that object for you. Neat.
Creating a report on the change in history of a custom property
SOLVE
@DaveParry - seems like HubSpot is heading in the right direction w/ their new private beta called "Property Change Event" - have you had a chance to check this out?
Creating a report on the change in history of a custom property
SOLVE
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older properties.
So if this property changes from "50" to "60" it doesn't recognise that as a "growth" it would just recognise it as a new value.
If it is just for a single company record, you can easily get the historical information though, if you navigate to the company record, find your property and hover over it, there should be a "see history" button which will show you all historical values and their change date. There's a great article on this here.
Tom Mahon Technical Consultant | Solutions Engineer | Community Champion Baskey Digitial
Creating a report on the change in history of a custom property
SOLVE
Thanks Tom! Some food for thought - it would be great if HubSpot would come up with a feature that lets you build reports on the history change of a custom property.