Dashboards & Reporting

ztbyrnes
Participant

Custom Report Builder Sorting

Hello,

 

I am creating a report using the Custom Report Builder. I'm using deal objects and a custom object. My goal is to display pipeline from left to right on the x-axis. I am unable to sorty my x-axis by the pipeline order.

 

Zach

5 Replies 5
SNagle
Participant

Custom Report Builder Sorting

Am having the same problem.

0 Upvotes
Jon_Sasala
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Custom Report Builder Sorting

This is now an option with the new Custom Report Builder. X-axis can be sorted by "Display Order." 

 

Screen Shot 2021-04-21 at 9.34.59 AM.png

 

I believe Custom Report Builder requires a Professional or Enterprise Hub.

Hope this helps!




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Jon Sasala (He / Him)
President • Hypha HubSpot Development

Phone: 516-284-3333
Email: JSasala@HyphaDev.io
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ztbyrnes
Participant

Custom Report Builder Sorting

Hello Jon - Thanks for notifying me that this is available. However, upon trying to apply this feature, it does not seem to be working. I've submitted a ticket with HubSpot to notify them.

 

Zach

FrenchToastBre
Participant

Custom Report Builder Sorting

We need to be able to sort reports that have deal stage as one of the axes in the proper stage order not just alphabetical.

sharonlicari
Community Manager
Community Manager

Custom Report Builder Sorting

Hi @ztbyrnes 

 

Welcome to the Community!

 

I think this article is a good way to start. I'll also tag a few experts 🙂

 

Hey @Josh @AdamLPW @lynton any tip you can share with @ztbyrnes?

 

Thanks

Sharon


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