Dashboards & Reporting

WDunaway
Participant

Drill Down for Custom Reports - Multiple Sources

SOLVE

I love that you can click on the Deal Name in standard reports to take you to the deal. I created a custom report that combines deal properties with task properties, and there is no hyperlink to click for the Deal Name. Am I doing something wrong, or is it because the report has multiple types of properties?

Custom Report (without Hyperlinks to Deal)

WDunaway_0-1663359509312.png

Standard Report (with Hyperlinks to Deal)

WDunaway_1-1663359523218.png

 

0 Upvotes
1 Accepted solution
SNigam
Solution
Guide

Drill Down for Custom Reports - Multiple Sources

SOLVE

Hello @WDunaway ,

 

For hyperlink of deal in report build using custom report builder you need to use property "Record Id" and then you will hyperlink on this.

 

SNigam_0-1663413991193.png

 

Thank you

Shubham Nigam
HubSpot Administrator

 

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2 Replies 2
SNigam
Solution
Guide

Drill Down for Custom Reports - Multiple Sources

SOLVE

Hello @WDunaway ,

 

For hyperlink of deal in report build using custom report builder you need to use property "Record Id" and then you will hyperlink on this.

 

SNigam_0-1663413991193.png

 

Thank you

Shubham Nigam
HubSpot Administrator

 

WDunaway
Participant

Drill Down for Custom Reports - Multiple Sources

SOLVE

Thanks so much @SNigam! It worked perfectly.