Hello, We use custom objects to provide updates on our clients health. I'm trying to pull a report of all clients, and their most recent health score update. However, it's pulling all records for each client. How can I just pull the most recent read more
Hey @ebrower ,
Would you mind sharing the information such as what kind of report and filters you are using? This way it will help us to in...read more
Hello, I have created a custom object "Billing History" Example: All my object are as custom object = "Billing History" I have 13 objects, 12 objects where the date is in 2023 and one object in 2024. As the invoicing is monthly, for one y read more
Hey, My boss wants me to create a report that shows how many of her sales emails are opened within a specific time period. I have tried creating a report, a list or adding filters to contacts but just can't figure it out. Any help would be grea read more
@JJD2000 if you edit the data sources of the report (top left) and add contacts as an additional data source, you can create an additional report f...read more
Hi HS Community - I'm looking for help with a reporting question. We have a deal stage called "Proposal Prep" and a custom date picker property called "Proposal Due Date," where our sales reps set a goal date for sending out a proposal. We've noti read more
Thank you for the reply! When moving the deal to proposal prep, I have it set so the rep is required to complete the "proposal due date" field. I lik...read more
Hello, I'm struggling to find a way to get one screen to scroll through a series of dashboards. We're a comparatively small team with just the one screen to display dashboards in the office, but obviously have multiple dashboards for sales KPIs read more
Hello, I have a custom object and am being requested to create a report that shows activities completed on only these custom object records. I can only seem to get as far as showing all activity and am not certain what I need to do to only s read more
Thank you, Karsten! This was my set up, but another property was causing me to doubt myself. I have it all fixed up now and appreciate your help and ...read more
I am trying to put together a funnel report based on lifecycle stages. Simple right? HOWEVER, what I would like to do is combine a couple of the stages together in order instead of creating a funnel with all the stages one after another. For example read more
@MCabelka I chatted with a colleague who's a marketing strategist for our clients. Here's what she said if you'd like to tak a look. Happy to chat ...read more
We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are ca read more
Hi @KSchmidt8 , Here's an attempt at a solution. There's a chance I misunderstood you, so please correct me if I did. I am going to use Google ...read more
One of our customers sells houses. We wanted to make those 'houses' deals and associate the contacts with them. Those houses belong to a project which is a custom object. But in a couple of years the houses will be sold again and should shift from t read more
We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more
Hey @bbullington hope you are doing well.
If I understand correctly
this 'd be a simple report from your custom object " associated Management ...read more
Hello all! We have recently migrated our inventory from "deals" to a custom object called properties. Because of the migration, we are having to rebuild most of our reports. However, it looks like a lot of the fields and filters that we were usi read more
Thanks for the reply! The custom report builder still doesn't give us quite what we're needing, and HS Support actually confirmed that this exact fun...read more
Hello, I have been playing with custom report building and I can't seem to figure this out. I am trying to create a simple report hat shows Companies, Total Deals value Won, Count of Deals Won, Count of Deals Lost, active deals. any ideas?
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Hi @KC_Substrata ,
The approach here would be a single object report (either in the classic or custom report builder), visualized as a table. ...read more