Dashboards & Reporting

FasenMungo
Participante

Quarterly reporting in the sales dashboard is missing

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Coming back from vacation I realised that the option to report on a quarterly basis has been removed. All my graphs in the Sales Dashboard have been **bleep** up and by trying to repair them, I realised that the option to report on a quarterly basis is missing now!

 

Please restore them!

 

Thanks,
Karl

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1 Soluciones aceptada
FasenMungo
Solución
Participante

Quarterly reporting in the sales dashboard is missing

resolver

Hello @roisinkirby,

thanks for coming back to me. Together with our key account we clarified the situation. Obviously the "quarterly" option got lost in the "edit" mode of the reports, but it is still available in the "Report settings" option, which I usually don't use.

 

Thanks, anyhow!

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2 Respuestas 2
roisinkirby
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Quarterly reporting in the sales dashboard is missing

resolver

Hey @FasenMungo are you still unable to see the quarterly setting? I can confirm it has not been removed (see below). If you cannot see it can you please confirm the following:

 

- Your user role/permissions

- Your HUB ID

- A screenshot of what you see

 

Thanks!

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FasenMungo
Solución
Participante

Quarterly reporting in the sales dashboard is missing

resolver

Hello @roisinkirby,

thanks for coming back to me. Together with our key account we clarified the situation. Obviously the "quarterly" option got lost in the "edit" mode of the reports, but it is still available in the "Report settings" option, which I usually don't use.

 

Thanks, anyhow!

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