Dashboards & Reporting

Hello HubSpot Community, I’m currently using an Active List (Segment) inside a HubSpot workflow to automatically process contacts who meet specific criteria. The challenge I’m facing is visibility. Since contacts are dynamically adde read more

This kind of thing really frustrates me with HubSpot... the options for filtering change across Reports, Segments, Views. In this case, the calculated property returns the value in a unit of months.. which is what I want.. but months isn't a unit in read more

Hello, I am trying to improve some of our lead reporting. I discovered that I can report based on list membership which will allow us to take advantage of using OR statements (as the basis of list enrollment) for this which is great! However, read more

Currently, HubSpot allows users to create association labels to define the relationships between records (such as contacts, companies, and deals). These labels help segment and organize data, like distinguishing a “Primary Company” from an “Inv read more

We are trying to do a removal of any Contacts on our system that do not have an associated Lead - I have tried the guidance below but cannot find the 'Number of Associated Leads' property mentioned. Is there a way to create a list or filter on the C read more

We log all of our virtual and in-person meetings as 'Meetings' on HubSpot. I have received several requests from my leadership to design reports or grab an export of specific meetings. Unfortunately, Meetings are still an activity type that can not read more

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

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

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?

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

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

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