Cross Object Reporting - Companies with X contacts with property Y

[Samrmr]

Hi! I have a question on cross object reports.

I'd like to build a report that returns a list of companies that have at least X associated contacts with a certain property. 

As far as I can tell, the default setting for a cross object report (Company: Name to use as a counter; Contacts: Property X=True to find the right companies) will give me all the companies that contain 1 or more contacts with said property, but I would like to filter so it only shows me companies with 3+ contacts with that property. I don't know how to do this because the threshold is related to the companies but the property I want to filter by belongs to the contacts.

In the setup, it's possible to select "Associated Contacts is equal or greater than X", but I believe this is just checking against all the contacts associated with a company and not those that have the property I'm trying to filter by.

Any help is much appreciated.

[FerhatSF]

You can prepare the cross object report. Filter based on contact property. You will have multiple matches with company x contacts (with property=True).  And in the visualization, you can do a company vs the count of contacts.  descending sort by the count of contacts. And just don't  look to the bottom of the report 🙂  

[karstenkoehler · Accepted solution]

Hi @Samrmr,

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@Samrmr wrote:

In the setup, it's possible to select "Associated Contacts is equal or greater than X", but I believe this is just checking against all the contacts associated with a company and not those that have the property I'm trying to filter by.

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Yes, that's correct. Unfortunately, this is currently not possible. HubSpot doesn't offer this level of detail in filtering.

There is one workaround that I would try, requiring workflows. You would create a custom company number property. In a custom contact-based workflow, you'd enroll contacts when the fulfill the criterion you're trying to filter by. For each contact that enters, you'd increase the company number property by +1. You can now filter by companies who have a value of 3 or greater than 3 in this field.

Hope this helps!

[Samrmr]

Hi Karsten, this does help. I'll attempt the workflow workaround as you suggested. Thanks!