Dashboards & Reporting

ConnorMcM
Participant

Reporting on multiple properties

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I'm having trouble trying to report on multiple properties within one report. Such as "Company Name" and "Company Telephone.

I'm finding it difficult to report on these properties with a summarised value. It currently shows every company name with a value of 1, but I just want a basic value for property known and a value for property unknown.

1 Solution acceptée
ConnorMcM
Solution
Participant

Reporting on multiple properties

Résolue

Screenshot 2021-07-22 at 08.43.55.pngHi Karsten!

Sorry for the late reply! It does seem that would be the only way to do it in a singular report.

I ended up having to use a full dashboard and build it, using individual summary reports. Using the filter to break down the exact company criteria I was after and adding an additional filter for a certain property as unknown.

Not the way I wanted it visually, but it still looks good and seems to get the job done!

Thanks For your help! 

Voir la solution dans l'envoi d'origine

3 Réponses
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Reporting on multiple properties

Résolue

Hi @ConnorMcM,

 

Just to confirm, you want to be able to see how many company records have a phone number and how many don't? What kind of visualization are you considering here?

 

As far as I know, this can only be achieved with a custom binary property (single checkbox), e.g. Company phone number known, that is populated by a workflow. You could then create a report based on this new binary property.

 

Alternatively, you would have to accept a visualization like the one below, where the big green chunk shows the number of records without a value for certain object:

 

karstenkoehler_0-1626343687837.png

 

Once you share more details, I'll happily provide more help.

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

Beratungstermin mit Karsten vereinbaren

 

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ConnorMcM
Solution
Participant

Reporting on multiple properties

Résolue

Screenshot 2021-07-22 at 08.43.55.pngHi Karsten!

Sorry for the late reply! It does seem that would be the only way to do it in a singular report.

I ended up having to use a full dashboard and build it, using individual summary reports. Using the filter to break down the exact company criteria I was after and adding an additional filter for a certain property as unknown.

Not the way I wanted it visually, but it still looks good and seems to get the job done!

Thanks For your help! 

karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Reporting on multiple properties

Résolue

Glad you got to a solution, even if it's not a perfectly satisfactory one. If you want to make it easier for others to find this information, you could accept my answer as a solution, I'd appreciate it.

 

Have a great day!

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.

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