Dashboards & Reporting

Albus_Bui
Contributor

Quick filter for multiple Date entered stages

SOLVE

Hello Expert,

 

I need to generate some customed reports that use the properties "Date entered (some specific stage)" across 9 sales pipelines and the date range needs to be the same in all (For example, Date enetered stage 1 in pipeline A is range1; or Date enetered stage 1 in pipeline B is range1; or ....). I was not able to find a way to have one date range filter that can be applied to all the date filters and had to adjust the date range manually, one by one which is super time-consuming.

 

Could anyone please advise a right way to handle that? THanks a ton!

Albus

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1 Accepted solution
RKon
Solution
Contributor

Quick filter for multiple Date entered stages

SOLVE

Hello,

 

As far as I know, HubSpot’s reporting doesn’t allow applying a single date filter across multiple Date Entered Stage properties. A workaround is to use a custom-calculated property to track the first date a deal enters any of these stages, and then filter based on that.

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2 Replies 2
RKon
Solution
Contributor

Quick filter for multiple Date entered stages

SOLVE

Hello,

 

As far as I know, HubSpot’s reporting doesn’t allow applying a single date filter across multiple Date Entered Stage properties. A workaround is to use a custom-calculated property to track the first date a deal enters any of these stages, and then filter based on that.

Albus_Bui
Contributor

Quick filter for multiple Date entered stages

SOLVE

Thanks @RKon  Appreciated!