Dashboards & Reporting

Tom_B
Participant

Removing Deactivated Users from Dashboards/Reporting

SOLVE

Hi,

 

In our Sales Department, we've set up Teams per region/language (e.g. French, German, etc) which is their Primary Team, but we're running into issues when someone's account becomes deactivated on how firstly to auto-remove them from the dashboards but retain their information in the Team

 

Tried setting up Secondary Teams, such as Sales - Archived, but that'd only work if I replace the deactivated user's Primary Team.

 

Any idea on this? Thanks!

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Removing Deactivated Users from Dashboards/Reporting

SOLVE

Hi @Tom_B,

 

At this current time, Users are not an object that can be used for reporting or filtering.  

 

Secondary teams aren't an ideal solution either because of how the reporting functionality works.

 

In most cases I typically include the deactivated user for things like deals or activities because technically they completed these actions, but if you are strictly reporting by teams and once deactivated they are technically not on the team, it gets tricky. Here is a previous discussion on this topic that should be helpful.

 

https://community.hubspot.com/t5/CRM/Deactivated-User-is-Removed-from-Team/td-p/701924?profile.langu....

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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2 Replies 2
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Removing Deactivated Users from Dashboards/Reporting

SOLVE

Hi @Tom_B,

 

At this current time, Users are not an object that can be used for reporting or filtering.  

 

Secondary teams aren't an ideal solution either because of how the reporting functionality works.

 

In most cases I typically include the deactivated user for things like deals or activities because technically they completed these actions, but if you are strictly reporting by teams and once deactivated they are technically not on the team, it gets tricky. Here is a previous discussion on this topic that should be helpful.

 

https://community.hubspot.com/t5/CRM/Deactivated-User-is-Removed-from-Team/td-p/701924?profile.langu....

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Tom_B
Participant

Removing Deactivated Users from Dashboards/Reporting

SOLVE

Hi Josh,

 

Thank you for the quick feedback; I had been fearing that this would've been the case already. Unfortunately, there's about a dozen graphs I'll need to keep manually updating in that case.

 

Have a great week ahead. 

Cheers!

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