Dashboards & Reporting

CFitzgerald
Participant | Partner
Participant | Partner

Deal Report grouped by User Created ID

SOLVE

We've got a team that builds deals on behalf of the company and 'deal owner'. Thus, I need a report that allows me to filter on Entered Stage Date and User Created ID. Ideally a bar graph grouping number and value of deals, grouped by User Created ID.

 

The issue I'm having though is this: 

  • Entered Stage Date filter is only availbale in single object reporting
  • X-Axis User Created ID grouping is only available in custom reporting

Am I missing something? Please help!

C. Fitzgerald
1 Accepted solution
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Deal Report grouped by User Created ID

SOLVE

Hi @CFitzgerald. In my HubSpot instance, I launched a single object report for Deals, and included both "Entered Stage [Stage Here]" and "Created by user ID." Is this what you're looking to show? 

danmoyle_0-1674248149601.png

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

0 Upvotes
1 Reply 1
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Deal Report grouped by User Created ID

SOLVE

Hi @CFitzgerald. In my HubSpot instance, I launched a single object report for Deals, and included both "Entered Stage [Stage Here]" and "Created by user ID." Is this what you're looking to show? 

danmoyle_0-1674248149601.png

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
0 Upvotes