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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
1 upvote
3 Replies
Accepted Solution
Key Advisor | Partner
July 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...read more
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
Key Advisor | 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
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
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
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
Thought Leader | 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
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
4 Replies
Accepted Solution
Recognized Expert
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
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
JennaWB on September 09, 2021
Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man read more
September 10, 2021 18:52
Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...read more
TFarris on June 24, 2021
I'm trying to build a report that shows my pipeline of companies with a lifecycle of SQL and Opp but I want to exclude those that have a closed won & closed lost deal associated with them. The goal is to see what the remaining potential is in t read more
0 upvote
4 Replies
Accepted Solution
June 25, 2021 10:41
Thank you Karsten, this worked! The companies did have only 1 associated deal. We are only a few months in using HubSpot so our data set is very sm...read more
RGray-11 on April 26, 2021
Hello HS Community, I am working to build out our team's dashboard for morning meetings. An example of one level of reporting is below: If Company A is parent to Child 1, Child 2, and Child 3 (all forecasted for $1K); Then Company A is pro read more
0 upvote
1 Reply
Community Manager
April 27, 2021 05:38
Hi @RGray-11 , Thank you for reaching out to the Community! I wanted to tag a few subject matter experts who can help you with their experti...read more
JDanner-Hicks on February 10, 2021
Hello all, I'm trying to set it up so that when a rep is looking at a deal, there is a hyperlink that brings them to the associated company overview page. Is this possible?
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 10, 2021 15:03
Hi @JDanner-Hicks , Each deal record should show associated records (including the company record) in the right sidebar. You don't have to set...read more
casebook_brian on November 06, 2020
I'm trying to come up with a visualization that will show the deals that we've lost, broken down by the annual revenue of the associated company. I'm pulling data across deals and companies and filtering to the desired results, but when I add " read more
Accepted Solution
Hall of Famer | Partner
November 06, 2020 09:33
Hi @casebook_brian , This doesn't seem to be possible in the 'old' report builder. (HubSpot doesn't allow you to add both Count of deals and...read more
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