Deal Line Item report duplicates line item records

[CAdams21]

I am fairly new to HubSpot and having some reporting issues.   I need to pull reports at Deal Line Item level.  I've created a report using the Custom Report Builder with Deals as the primary source and added line items as secondary.  I also want to know the Company name which doesnt seem to be available at Deal Level so I've added Company to the Secondary data sources.  However, we have a few deals where there are is more than one associated Company (usually a channel partner) and this is causing the report to pull the data twice, one for each company.  Is there a way to either: Add the Company Name for the Deal without including Company as a data source; Exclude records where the Company Association Type is Channel Partner; Or only include records for the Primary Associated Company.  I've tried all three but can't get it to work.

Thanks for any suggestions.

Clare

[karstenkoehler · Accepted solution]

Hi @CAdams21,

When you pick the data sources, you can specify which association labels should be used. Have you tried this?

This is how you could limit the report to primary companies only.

Best regards

[CAdams21]

Works like a dream! Thank you so much 😀