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Dashboards & Reporting

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ASolares on January 27, 2022

Remove Test Views from Documents Reporting

It would be great to be able to filter viewers or remove views that are known to be false or test views from Documents reporting. I was testing a document and accidentally left it open on my computer and it recorded the time the document was open as read more

Reply Documents

2 upvotes

1 Reply

PamCotton

Community Manager

January 28, 2022 17:19

Hello @ASolares , happy Friday! I wanted to invite some top experts to share their ideas, @karstenkoehler @willsmith @gelflex-cc , do ...read more

Solved

johninnes on July 22, 2021

Adding sales document views to Hubspot Score

Has anyone found a way of adding sales document views to the Hubspot Score?

Reply Documents Sales

1 upvote

2 Replies

Accepted Solution

Josh

Recognized Expert | Platinum Partner

July 22, 2021 14:40

Hi @johninnes , I don't believe this is possible at this time, but there is a post in the HubSpot Ideas Forum already. I'd recommend an upvo...read more

mtwatkins on April 13, 2021

Document Activity Reporting

Hi all! I'm looking for help on managing how my AEs share sales collateral so as to roll up efficiently into our tracked metrics. Specifically, I'd like to be able to track how many times a given file (let's say a case study) has been shared with wh read more

Reply CRM Dashboards Documents Enterprise

1 upvote

1 Reply

webdew

Guide | Diamond Partner

April 14, 2021 02:45

Hello @mtwatkins , In addition to te two ways you stated above, did you try this document reports in report library: Unfortunately we ...read more

Solved

NVejby on March 12, 2021

Send customized PDF reports to customers directly from HS

Hello everyone! My company has developed a platform for active breaks during a workday, and one of the things we are tracking in HS is our weekly/monthly "activations" (videos watched on the platform). One of the services we offer to our custom read more

Reply Dashboards Documents Email Deliverability Professional Reports

4 upvotes

5 Replies

Accepted Solution

Phil_Vallender

Most Valuable Member | Diamond Partner

March 13, 2021 05:54

Hi @NVejby Is all the informaiton you want to send to contacts available in proporties on their contact record? If so, the you can most li...read more

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