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ESeward on May 20, 2022
Creating Report on Different Sets on Varying Monthly Goals
Hello, I am trying to setup reporting on goals versus actual revenue. We have 3 diferent versions of goals, so I have set them up in HubSpot. I cannot seem to add these 2 reports in the screenshot below to any report. They were created as T read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 21, 2022 03:53
Hi @ESeward , Your post doesn't include any screenshots, could you try to add them? Best regards
AManess on May 20, 2022
Creating reports on supplemental goals (meetings and calls)
Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote. Thank you, Angela
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0 upvote
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Solved
brmnconsultant on May 20, 2022
My Deals report is not working properly
I open Sales→Deals and choose Deal create date "Last month" to see last month deals. I see 10 deals: 1 on the first stage, 1 on the second stage (combobox is hiding it), 2 on the third, 1 on the fourth stage, 5 on the fifth. When I ope read more
Reply Free
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 20, 2022 05:07
Hi @brmnconsultant , I'm not 100% sure without poking around the report in your portal myself but here's what I think is happening: By default...read more
Solved
tillyvs21 on May 20, 2022
Colour formatting / Conditional formatting on reports and lists
It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.
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1 upvote
2 Replies
Accepted Solution
Chriso-mwx
Top Contributor | Platinum Partner
May 20, 2022 03:57
Hey @tillyvs21 , color coding deals or lists in general aren't a thing in HubSpot, unfortunately. One of the things you could do however is p...read more
MLuciano on May 18, 2022
Dynamic external reports on dashboard
Hi! We need to show gauge chart KPIs based on the logged user in a dashboard. Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user. I could import the data periodically as a custom object read more
Reply best practices Custom Objects Dashboards Developer
0 upvote
1 Reply
kvonloesecke
Community Manager
May 19, 2022 15:18
Hi @MLuciano , Thanks for reaching out! This is a great question! I will add some experts to our conversation to get their thought...read more
EGrobe on May 18, 2022
Can deal notes be pulled into a report? (if not what is best work around)
Hi All, Looking for solution to be able to provide notes from deals along side other metrics like stage, close date, probability, etc. Any body have a solution to leverage notes in a report? If not what is best known work around? Only solution I read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 18, 2022 11:02
Hi @EGrobe , The notes create via the note feature are available in HubSpot reports. To access them in the Custom Report Builder (Menu > ...read more
HMasson on May 17, 2022
Report not pulling all data from same field/property
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
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0 upvote
2 Replies
HMasson
Member
May 18, 2022 04:46
Hi, Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing th...read more
BBurkhardt on May 17, 2022
Deal Close Date without Time Stamp
Is there a way to export the close date without a time stamp?
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0 upvote
1 Reply
Bryantworks
Key Advisor
May 17, 2022 09:42
Hey @BBurkhardt , Wnfortunately, you can't export this natively as just a date field. You could potentially take this field, then format it ...read more
IddoGescheit on May 17, 2022
Workflows & Sequences Funnel
Hi, I have a lead gen followup that start with a workflow that includes two emails and continues with a sales sequence of 5 emails. I'd like to have a simple report that shows (in real time) the funnel: how many leads were sent WF email #1, read more
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0 upvote
1 Reply
TiphaineCuisset
Community Manager
May 18, 2022 02:13
Hi @IddoGescheit Thank you for reaching out. I want to tag some of our experts here - @Chriso-mwx @Jnix284 @Josh do you have any...read more
Alex_L on May 16, 2022
Unable to Export Tasks
Hello, I am following this post on to export tasks. However, the export option is not available in the "Action" dropdown on my reports page. The report is owned by me so unsure why this option is not available. I am a Super Admin with the appr read more
Reply Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 16, 2022 21:25
Hi @Alex_L , Can you try opening the report in the report editor (click on it > Customize or Actions > Customize ). In the to right...read more
tryckman on May 13, 2022
Creating lists from association labels
Hi all, we are still getting our HubSpot instance dialed in and could use some advice/help. We recently added contacts to all of our deals. We then added association labels to those contacts. Unfortunately, we have been unable to create lists based read more
Reply Lists
0 upvote
1 Reply
Chriso-mwx
Top Contributor | Platinum Partner
May 13, 2022 10:13
Hey @tryckman , hope you're doing well. So if I understand you correctly, this should be done effortlessly: The confusing thing ...read more
MTrimble on May 12, 2022
Deals with $0 amount need to be recognized in dashboards
We use Deals to track Business Development activity. Some deals are new pursuits and have $0 in the Amount field. These deals are recogized in "count of deals" but do not show when clicking into the detail of a dashboard. If I put in $1 they would read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 12, 2022 05:15
Hi @MTrimble , There is already a broader request for the ability to display empty values in reports here . I'd recommend upvoting and commen...read more
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