Dashboards & Reporting

PaulClappers
Contributor

Rolling date range in custom reports

I'm working on my dashboards and I want to add a report about the number of certain form submissions this month. I can add the option 'less than 30 days ago' but I can't find the rolling date range for this month. 

TDriessen
Participant

Rolling date range in custom reports

@MAC-MCB @yclian I totally agree on controlling date range at the dashboard vs. individual reports, but as yclian said, it is not a solution in this case since the custom reports won't respond to the changed date range. Has someone found a solution for selecting the date range that will affect a custom report, without having to "hard select" a range in the report itself? 

Lisette1
Contributor

Rolling date range in custom reports

Hi @TDriessen curious if you, in the meantime, found a solution for this? I'm also using some custom reports in dashboards that do not respond to date range changes on the dashboard level. Which is very annoying.... Very much needed, cannot find anything/the answer on this in the community.

0 Upvotes
TDriessen
Participant

Rolling date range in custom reports

@Lisette1 Nope, not yet.  Just made different reports for standard time periods for the time being..

0 Upvotes
richard88
Contributor

Rolling date range in custom reports

Adding that I also agree that rolling date range like Create date or Activity is "today" or "this month" would be really beneficial in the custom report builder. Have anyone here created an idea post for this already?

M_Dayton
Participant

Rolling date range in custom reports

I agree, I feel like the custom reports are great, but the lack of date options for different periods really makes it a bit harder for the same usage and ability to filter that single object reports do.

yclian
Participant

Rolling date range in custom reports

Edited: (Deleted)

0 Upvotes
yclian
Participant

Rolling date range in custom reports

I share the same issue with @PaulClappers - regardless, controlling date range at the dashboard vs. individual reports is a good tip.

I will circle back if I get around this issue.

PaulClappers
Contributor

Rolling date range in custom reports

Thanks a lot! Great tip, but it doesn't seem to work for the custom reports.. 

PaulClappers
Contributor

Rolling date range in custom reports

Hi Martin,

 

Thanks for your reply! But with a custom report, I don't see that option. Am I missing something here?

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MAC-MCB
Member | Diamond Partner
Member | Diamond Partner

Rolling date range in custom reports

Hi @PaulClappers .

 

I will first add the date range on your dashboard and not the report.

This will also make your entire dashboard dynamic and ensure that you do not have to change individual reports every time you want to see a new timeline.

 

 

Best regards

Martin Mensbo Christiansen
MCB A/S

evang
Participant

Rolling date range in custom reports

The issue I usually have with this is when I want to filter on a date other than Contact Create date. For example, I have a dashboard focused on SQLs, but I can't filter the entire dashboard based on that date.

Very painful.

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Rolling date range in custom reports

Hi @PaulClappers,


Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @MAC-MCB @danielruby @Dan1, do you have any thoughts on this?

Thanks!
Jess  


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MAC-MCB
Member | Diamond Partner
Member | Diamond Partner

Rolling date range in custom reports

Hi @PaulClappers & @JessicaH .

 

 

The easiest solution would definitely be to make your report where you do not think about date range.

 

Whether you are choosing one of the 150 reports provided by HubSpot or you are building a custom report.

 

Once you have selected what data is to be displayed on your dashboard, simply select the filter at the top and your entire dashboard will be displayed on the rolling date you want.
(See screenshot)

 

https://www.screencast.com/t/ZsuIxBlcUtIY


Best regards

Martin Mensbo Christiansen
MCB A/S