Dashboards & Reporting

Juliaaa
Participant

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!

2 Accepted solutions
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

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

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DaveParry
Solution
Contributor | Elite Partner
Contributor | Elite Partner

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.

 

Shout if someone needs a walk through.

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0 Upvotes
9 Replies 9
DaveParry
Contributor | Elite Partner
Contributor | Elite Partner

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!


Dave

david.parry@wellmeadow.co.uk

WRowland9
Participant

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 ?

0 Upvotes
DaveParry
Solution
Contributor | Elite Partner
Contributor | Elite Partner

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.

 

Shout if someone needs a walk through.

0 Upvotes
WRowland9
Participant

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?

 

Instructions for Property Change Event beta 

https://docs.google.com/document/d/1bC3Uxy3SB2JTqW-ZKTyLP_ODkWo0V-8EMGwn27iyEyQ/edit#heading=h.oc4fq...

0 Upvotes
DaveParry
Contributor | Elite Partner
Contributor | Elite Partner

Creating a report on the change in history of a custom property

SOLVE

@WRowland9 - sounds interesting. Thanks for tagging me. I'll check it out.

0 Upvotes
NElkayam
Participant

Creating a report on the change in history of a custom property

SOLVE

Very basic functionality which must be supported OOB and IS supported by most of the CRM's - not sure why HS manage the data but not allow reporting

TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

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

Book a consultation

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


BZekowski
Member

Creating a report on the change in history of a custom property

SOLVE

Is this still not possible?

0 Upvotes
Juliaaa
Participant

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.