Dashboards & Reporting


Report filtering using "or" criteria

Is there a way to filter a deal report to show deals that meet either of two criteria? In this case, I'm trying to set up a report that shows deals that are either "Closed Won" or marked as "Hot" in a custom property for lead qualification. This seems like a pretty basic way of filtering, but I haven't been able to figure it out anywhere other than contact lists.


Any ideas?

1 Reply 1
HubSpot Alumni
HubSpot Alumni

Report filtering using "or" criteria

Hi @beccaes,


Thanks for reaching out.
I want to tag in some thought leaders to see if they can assist with this.
Hi @AM8 @MAC-MCB @rikkilear, would you be able to share your thoughts with with @beccaes?




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