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Leigh-at-BLINK on March 15, 2024
We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who read more
0 upvote
1 Reply
Contributor
March 15, 2024 18:26
Hi @Leigh-at-BLINK Have you tried using views? https://knowledge.hubspot.com/view-and-filter-lists Views are a little easier to set up th...read more
TShemesh8 on March 15, 2024
Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain pr read more
0 upvote
2 Replies
Participant
March 15, 2024 09:09
Hi @Jigar_Thakker , sorry if I wasn't clear in my question - I want to report on the average MRR for all deals in a market. To do that I've run a r...read more
A_Rubio1 on March 12, 2024
Hey Community, A week ago in the Hubspots reports they said they were Custom Report (in the Export Type field) now I see that SnowFlake Report appear. Is there a way to change this? I see that there are limitations in this type of Repor read more
0 upvote
1 Reply
Community Manager
March 13, 2024 04:46
Hi @A_Rubio1 , Thanks for asking the Community! Just to make sure that I understand correctly, you are using the Snowflake integration and you...read more
IPrescott on March 08, 2024
Hello, I am trying to track to Average time to first response to customers for my team. I have Mon - Fri 8 AM Eastern time - 5:00 PM Eastern time set for the inbox SLA. When a new email comes in a new ticket is created. If the ticket is cre read more
0 upvote
1 Reply
Community Manager
March 11, 2024 06:07
Hi @IPrescott , I hope that you are well! I understand that you'd like to have an average time to first response of tickets excluding weekends fo...read more
Solved
HRichthe2nd on March 05, 2024
Hello, I have a pie chart and I would like to highlight a segment so people viewing will know what to focus. Is this possible on HubSpot reporting?
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 05, 2024 09:56
Hi @HRichthe2nd , There are two ways to approach this. One would be to add a text element on a dashboard right next to it, providing tha...read more
Domi_n1ka on March 04, 2024
Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d read more
1 upvote
1 Reply
Thought Leader | Platinum Partner
March 04, 2024 09:44
Hey @Domi_n1ka you need to create a custom report Deal object based using your custom property and the deal owner. I think you 'll need Pr...read more
LNitti on February 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
0 upvote
3 Replies
Top Contributor
February 29, 2024 16:20
@LNitti I think you might be looking for the Product ID if your line items instead: Hope this helps! Best regards, Jonas De Mets ...read more
Solved
niederberger on February 26, 2024
Hello Together. I try to craete a report based on the property changes in this case from Ticket Status. Is it possible to reach this dimension - coulnd't finde a way to do it? Or by the API maybe? Thank You, Thomas.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 26, 2024 10:27
Hi @niederberger , Natively, in HubSpot, this is unfortunately not possible. HubSpot reports will always display the current value of a proper...read more
Solved
jayjay2 on February 18, 2024
when viewing a [public/shared] report: a log is created under "last view' with your name and date/time stamp...is there a way to view a report without logging a last view?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 18, 2024 10:25
Hi @jayjay2 , This is not possible, no. Best regards!
Solved
Anyacady on February 16, 2024
Hello! I need to create 6 individual reports for each sales rep to show their protected accounts (companies) that have not returned contact in the last 6 months. Is there a way to effectively do this? Returned contact includes replied to an read more
0 upvote
8 Replies
Accepted Solution
Top Contributor | Partner
February 20, 2024 12:08
Ok so firstly you will need to a custom date property on Contacts, and call it something like 'Last returned contact date'. You will then need to...read more
Solved
MYamada on February 14, 2024
Is there an option to set dashboard pdf layout setup similar to Excel, where one can set the print area to be one page landscape, even if it has to reduce the size of the table or graph? We have a number of reports that are emailed outside of our or read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 14, 2024 13:08
Hi @MYamada , Unfortunately not, no. The reports that can be shared or exported as PDFs don't offer that type of customisation. Best reg...read more
Solved
AWinslow12 on February 13, 2024
I need a report that shows each account owner/rep and the amount of emails sent, and email opens. This is for 1:1 emails and not related to sequences.
0 upvote
5 Replies
Accepted Solution
Community Manager
February 20, 2024 05:15
Hi @AWinslow12 , I hope you are doing great! Regarding sales email reporting, if you want to see rates, the best option would be to use the ...read more
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