Dashboards & Reporting

JaimeB
Teilnehmer/-in

Reporting with Custom Properties

lösung

I made 2 custom properties under Deals. "Trade show' and "Date Tradeshow". with drop down menu.

I would like to run a report off of these properties to see the status of deals that were obtained by trade shows.  

When I try to run a report with these properties, I get a list of deals that don't have anything in these fields.  What am I missing?

0 Upvotes
1 Akzeptierte Lösung
Bryantworks
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Reporting with Custom Properties

lösung

Hey @JaimeB,

 

Make sure in the filters your requirement is "Trade show" is known.

 

Image 2020-04-15 at 12.12.22 PM.png

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
Bryantworks
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Reporting with Custom Properties

lösung

Hey @JaimeB,

 

Make sure in the filters your requirement is "Trade show" is known.

 

Image 2020-04-15 at 12.12.22 PM.png

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert
JaimeB
Teilnehmer/-in

Reporting with Custom Properties

lösung

Thank you!! That worked!

0 Upvotes