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Solved
TEdwards4 on January 16, 2025
Hi I'm struggling to find an answer to my query on the forums/knowedge bases. Can you tell me whether it is possible/how to do it - I want to be able to either add to view and/or report on the last note entered against company record. Is read more
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 16, 2025 04:34
Hi @TEdwards4 , HubSpot does not have a concept of first or last in reports - this is currently not possible, no. You would have to display al...read more
Solved
WBokes on September 04, 2024
We're trying to answer the question of how many SQL's, and Opps come from originally from marketing. Now whenever I run an MQL report at a contact level this could show an MQL that has indeed come from an offline source but when I look at the associ read more
0 upvote
1 Reply
Accepted solution
Key Advisor
September 04, 2024 11:42
There's not a simple neat way. When I have built these attribution models out in the past, I would look at all the important steps to determine among...read more
TChappell5 on May 01, 2024
We have added the Clutterless add-on to our HubSpot account. Is there a way to do a report that shows recent news for company records?? I can't seem to find any way or articles that reference this. We aren't as pleased with the Clutterless functi read more
0 upvote
1 Reply
Community Manager
May 01, 2024 14:19
Hey @TChappell5 , thank you for posting in our Community! You can use the filtering options within Clutterless to focus on company records t...read more
Solved
CCzachur on December 22, 2023
We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem read more
Accepted solution
Hall of Famer | Partner
December 23, 2023 00:31
Hi @CCzachur , Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows. ...read more
Solved
PatEnergy on October 09, 2023
Hey all, I created a report on the cumulated number of customers with the following axis: y-axis : count of companies x-axis : became "closed" date of the associated deal As upselling deals are defined as new deals, it might occur tha read more
1 upvote
4 Replies
Accepted solution
Recognized Expert | Platinum Partner
October 10, 2023 07:49
Hi @PatEnergy Can you please share the screenshot for more clearity. So that i can provide you with the exact solution. Thanks!
Solved
Juliaaa on July 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
7 upvotes
13 Replies
Accepted solution
Contributor | Elite Partner
April 16, 2024 15:53
Exactly Walter. If the workflow creating the custom object is triggered by a company object (e.g. create date is known) then it will form the associa...read more
Solved
jparrisAxle on June 30, 2023
I haven't been able to find an answer to this on previous posts, and curious if it's now possible. I am looking to create a report that: Combines all touches made to a customer as 1 single activity (email, call, note, deal etc). I want my reps t read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Gold Partner
July 03, 2023 00:36
Hi @jparrisAxle Have you had a play with HubSpot's ABM (Account Based Marketing)? There are several features that will probably delive...read more
Solved
JRVC on June 07, 2023
Putting this out into the ether- We have company partners who service multiple counties across the US and we are trying to find a way to standardize how those counties are setup in a property (since it would be thousands of counties). We need to read more
Accepted solution
Top Contributor
June 08, 2023 00:10
Hello, Different suggestions based on the number of states served. If a company can only service one state but multipl e counties: ...read more
Solved
MargitFawbush on April 13, 2023
We are trying to create two reports - one is open deal stages for a particular company and one is closed deals amt vs revenue for a particular company. This would be a standard report we would want for all our account managers to have for each clien read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
April 14, 2023 14:18
Hi @MargitFawbush - question for you. Does this need to be a report for a specific reason? Or is this something your AMs could view in the Company ...read more
AGerlach2 on February 22, 2023
I am trying to export my reports (CSV format) we made but when they get exported, they are only showing company ID, not the Company Name. How can I ensure the Company name comes through?
Community Manager
April 10, 2023 15:27
Hi @SimonDEBRITO ! Thanks for sharing! Diana
Solved
BespokeSS on January 31, 2023
Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? read more
1 upvote
5 Replies
Accepted solution
Recognized Expert | Partner
January 31, 2023 22:35
Hey @BespokeSS , thanks for reaching out! I believe this is possible, but only at the Enterprise subscription level . That product allows fo...read more
Solved
FMia13 on January 04, 2023
Hi, When I'm in List View where all my companies/contacts are visible, some companies have a country associated with them but others don't. When I click to view the profile of on the ones that don't have a country - in their profile settings the read more
0 upvote
9 Replies
Accepted solution
Hall of Famer | Partner
January 04, 2023 05:52
Hi @FMia13 , You're looking at different objects / fields: While this list shows the associated company, it shows the country ...read more
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