Dashboards & Reporting

Arnunes
Participant

Dashboard drill down columns

SOLVE

How can I choose which columns will appear when drill down into a dashboard report?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard drill down columns

SOLVE

@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more properties which will shown as columns when you click into the chart.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard drill down columns

SOLVE

Hi @Arnunes,

 

When you say drill-down, are you referring to the table shown that appears when you click into the chart?

 

If so, these are simply the fields added in the Data tab in the single object report builder or fields stashed under Fields in the custom report builder.

 

karstenkoehler_0-1709123573284.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Arnunes
Participant

Dashboard drill down columns

SOLVE

I dont have the same option as you sent here:

 

Arnunes_0-1709124164570.png

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard drill down columns

SOLVE

@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more properties which will shown as columns when you click into the chart.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
Arnunes
Participant

Dashboard drill down columns

SOLVE

This is how i made in 'data step':

Arnunes_1-1709124489940.png

but the drill down doesnt show the same columns:

 

Arnunes_2-1709124568339.png

 

It's in Portuguese, but you can see that the columns selected in date are different than the drill down.

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard drill down columns

SOLVE

@Arnunes it looks like they're there but don't fit on the screen. If you see a horizontal scroll bar, you can move to the right. If not, you would have to export the data for the full picture.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
Arnunes
Participant

Dashboard drill down columns

SOLVE

Hmmm, they're there, but there's a bunch of additional columns that are fouling this view. There's a way to delete them?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Dashboard drill down columns

SOLVE

@Arnunes no, HubSpot will always include some default columns, unfortunately. But if you have your needed columns, that's great 🙂

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes