Dashboards & Reporting

toebes
Member

Filter dashboards with custom reports

SOLVE

I have created a dashboard with different deal and company reports. I added a new report, this time from the custom report builder. 

I use the dashboard filter function (team, data range, owner) a lot. However, these global filters do not work with the custom report I created. The report will not change after applying any filter. Does anybody have an idea?

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

Filter dashboards with custom reports

SOLVE

Hi @toebes,

 

This is unfortunately not supported yet, see the yellow infobox here. "The dashboard filters do not work with [...] any reports created with the new custom builder."

 

The best option is to currently edit the report settings if you want to change any of the filter. It defeats the purpose of the dashboard but that's what it is.

 

Other users have already requested better functionalities here. You can like the post to follow it.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
ehulstein
Participant | Diamond Partner
Participant | Diamond Partner

Filter dashboards with custom reports

SOLVE

I submitted a similar request, here. I upvoted your post but would love your support, as well. Let's get this problem on HubSpot's product roadmap!

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

Filter dashboards with custom reports

SOLVE

Hi @toebes,

 

This is unfortunately not supported yet, see the yellow infobox here. "The dashboard filters do not work with [...] any reports created with the new custom builder."

 

The best option is to currently edit the report settings if you want to change any of the filter. It defeats the purpose of the dashboard but that's what it is.

 

Other users have already requested better functionalities here. You can like the post to follow it.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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