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Dashboards & Reporting

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Linah4 on March 13, 2025

List-Based Report Missing Data

Hi there, I have created a report in HubSpot that is based on Deals. I have created a separate list with all of the correct criteria to use as a filter, but when I apply this list membership filter in the report, it is only pulling 4 out of 5 of read more

Reply Enterprise Lists Reports

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 13, 2025 14:05

@Linah4 thank you - how exactly do you notice that there is a discrepancy? Can you confirm that the only and primary data source in the report is ...read more

Solved

NTurley on August 23, 2024

How to allow a report to export contacts to a list

When creating reports on a HubSpot dashboard, my end goal is to be able to export those identified contacts to a list. Sometimes a report does not have this option (it's usually in the top right, titled Use in list ). Why do some reports have this read more

Reply Analytics Tools Contacts CRM Dashboards How-To Lists

0 upvote

5 Replies

Accepted solution

NTurley

Participant

August 27, 2024 11:54

I think I cracked the code everyone! This had nothing to do with the settings within the report, but the type of report. When we go to create a rep...read more

MLee6 on April 26, 2024

Export Asset List with Assigned Company

I would like to create a list that shows the Asset name (so pulling that from Asset Properties) but show what Company is assigned that asset (so pulling from Company Properties). is that possible?

Reply Lists

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 26, 2024 04:56

Hi @MLee6 , When you say "asset", what exactly are you referring to? Can you specify? Is this a custom object in your portal? Best regar...read more

Solved

ZChurney3 on January 04, 2023

Set most recent contact timeline activity as happening after a specified date

Hello everyone! I am trying to create a filter for historical data in which I can only see those who have committed some sort of activity on the Contact Timeline in the past year. 'Last Activity Date' or 'Activity Date' do not work. I want to see an read more

Reply Lists

0 upvote

3 Replies

Accepted solution

jolle

Recognized Expert | Partner

January 04, 2023 12:24

Hey @ZChurney3 , thanks for reaching out! "Last Activity Date" is a tricky one since it seems like it should get you what you're after, but it...read more

Solved

FMia13 on January 04, 2023

List view - country not showing up

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

Reply Companies CRM Dashboards Lists

0 upvote

9 Replies

Accepted solution

karstenkoehler

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

Solved

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

4 upvotes

15 Replies

Accepted solution