Dashboards & Reporting

IntegriPro
Participant

Report filters not matching with tasks table filters

SOLVE

1.PNGScreenshot 2024-10-09 082357.png

Can any one help me to match the report which the filter I have attached, currently reports filters not matching with the tasks object filters on table

Thanks 

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

Report filters not matching with tasks table filters

SOLVE

@IntegriPro because "less than 1 day from now" could also be tomorrow, depending on the time of the day. HubSpot, for some reason, doesn't make the exact same filter options available.

 

Also, being due today and being overdue are not the same thing. A task due in two hours would technically not be overdue but still today and definitely less than 1 day from now.

 

Hence the negligible discrepancy 🙂

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Report filters not matching with tasks table filters

SOLVE

Hi @IntegriPro,

 

"Due date is before now" should correspond to "Due date is more than 0 days ago", not less than 1 day ago / from now. Please check if that solves the issue 🙂

 

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.

IntegriPro
Participant

Report filters not matching with tasks table filters

SOLVE

Hi @karstenkoehler  Yeah i was testing it, so the idea It needs to be set up to show tasks that were assigned to Sales person any time, ones that are overdue and due today.

Thanks 

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

Report filters not matching with tasks table filters

SOLVE

@IntegriPro overdue/today would correspond to "Due date is more than 0 days ago OR Due date is less than 1 day from now". 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.

IntegriPro
Participant

Report filters not matching with tasks table filters

SOLVE

Thank you so much @karstenkoehler 

 

IntegriPro_1-1728579902033.pngIntegriPro_2-1728579958712.png

Why the records are not matching still for Nova its correct but for other its showing 1,2 more records

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

Report filters not matching with tasks table filters

SOLVE

@IntegriPro because "less than 1 day from now" could also be tomorrow, depending on the time of the day. HubSpot, for some reason, doesn't make the exact same filter options available.

 

Also, being due today and being overdue are not the same thing. A task due in two hours would technically not be overdue but still today and definitely less than 1 day from now.

 

Hence the negligible discrepancy 🙂

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