Dashboards & Reporting

Linah4
Contributor

List-Based Report Missing Data

SOLVE

Hi there,

 

I have created a report in HubSpot that is based on Deals. I have created a separate list with all of the correct criteria to use as a filter, but when I apply this list membership filter in the report, it is only pulling 4 out of 5 of the deals. I have no other filters set. Does anyone know why it’s not pulling all 5 that show in the list?

 

Note that I’ve also tried applying the list filters directly to the report and it still only displays 4 of 5 records.

 

Thanks for any help!

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

List-Based Report Missing Data

SOLVE

@Linah4 thank you - how exactly do you notice that there is a discrepancy? Can you confirm that the only and primary data source in the report is deals?

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

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List-Based Report Missing Data

SOLVE

Hi @Linah4,

 

Could you please share a screenshot of your list criteria and of your report filter criteria?

 

Best regards

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
Linah4
Contributor

List-Based Report Missing Data

SOLVE

Of course!

 

List:

Linah4_1-1741887531332.png

 

Report:

Linah4_2-1741887560260.pngLinah4_3-1741887586220.png

 

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

List-Based Report Missing Data

SOLVE

@Linah4 thank you - how exactly do you notice that there is a discrepancy? Can you confirm that the only and primary data source in the report is deals?

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
Linah4
Contributor

List-Based Report Missing Data

SOLVE

Well, I think you solved it!! Haha, I had Contacts as the primary data source and the secondary being Deals. I changed the primary to Deals and it works! Thank you so much!

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