Dashboards & Reporting

EJoyce2
Participant

Custom Object Associations with Deals / Companies not showing in Reports

I created a custom object "Consultants" that associate to deals - one consultant record associated to every deal. The consultant property "office location" is a filter I want to use in Reports, such that if the consultant office location is any of x, include this deal in the report. I have created a custom report and included the consultant object and the deal object, but for some reason the filter is still not working. How can I get this to work?

0 Upvotes
JenWeiss
HubSpot Moderator
HubSpot Moderator

Custom Object Associations with Deals / Companies not showing in Reports

Hi @EJoyce2 , 

 

Thank you so much for reaching out to us! Can you please provide us with screenshots of the report you have started working on? Please make sure to block out any information that may be sensitive. This will allow our community to better understand what is happening. 

 

Best, 

@JenWeiss