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JacquelineOng on September 27, 2022
You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again? That’s where the Reports tool in HubSpot comes read more
2 upvotes
1 Reply
Recognized Expert | Elite Partner
September 27, 2022 06:30
Helpful reminder @JacquelineOng . My tip for building custom report is this: First, see which standard reports help you tell your data story. If you...read more
Solved
lombagio on September 23, 2022
Hi all, The first image shows the chart types that are available on my Hubpot, the second one shows chart types illustrated on the official hubspot guide. https://knowledge.hubspot.com/reports/understand-different-chart-styles-in-your-hubspot-r read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 23, 2022 03:49
Hi @lombagio , The first screenshot is from Menu > Reports > Reports > Create report > Single object while the second is...read more
MvanTrigt on September 19, 2022
It seems as tracking or progress on our goals on 'Deals created' is not in line with the amount of Deals that are created by a user. We have set up quarterly goals per user on 'Deals created' in a specific pipeline. The progress indicator of th read more
0 upvote
2 Replies
Member
September 21, 2022 00:01
Hi Mia, Thank you very much for you reply. I am indeed looking at a single pipeline with the goal yet also with the report. So in my opinion ...read more
Solved
PhilKrison on September 16, 2022
I am wondering if there is some way that I can filter a date property to be before or after another date property. Here is an example... I want a list of contacts that became blog subscribers before they became an MQL. So the Filter would b read more
1 upvote
1 Reply
Accepted Solution
Guide
September 18, 2022 02:18
Hello @PhilKrison , I had tried below filters, I hope this will help you also. Thank you Shubham Nigam HubSpot Administrator...read more
Solved
LStrabelli on September 13, 2022
Hi there! I'm looking to build a report on total or average of activites that it takes to closed won deals. I'm thinking on the x - axis the number of monthly closed won deals and on the y - axis the total or average of sales activities. I would the read more
1 upvote
3 Replies
Accepted Solution
Guide | Platinum Partner
September 14, 2022 23:58
Thank you @Mia for tagging me on this. Hey @LStrabelli , thank you for reaching out to the community. The report you're trying to bui...read more
Solved
JuinWakelin on September 08, 2022
Hey HubSpot community! Had an idea where you can effectively toggle HubSpot/Custom report filters on and off? E.g. at the moment, you need to entirely remove the filter set to redefine the data on the existing report. To get that data back, you mu read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 08, 2022 21:52
Hi @JuinWakelin , Great idea! The best place for these kindds of suggestions would the HubSpot Ideas section. Submissions are reviewed by th...read more
Solved
michaelhayes on September 07, 2022
Hi All, We're looking for a way to capture the historical value of deals in a report. For us, 'deals' represent investments in our product, so we adjust the deal amount based on whether a client makes an additional investment or a redemption. read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
September 07, 2022 21:27
Hi @michaelhayes , HubSpot doesn't offer a lot of flexilibity yet for reporting on historic values. If you are reporting on historic values in...read more
Solved
LeonardLaval on August 31, 2022
Hello, I have many reports and workflow where I filter on some specific contact owners. Today I choose user by user the people I filter on. But all my users are in a same Hubspot team but impossible for me to filter on Hubspot team. Same for th read more
0 upvote
1 Reply
Accepted Solution
Guide | Platinum Partner
August 31, 2022 09:05
Hey @LeonardLaval , very good question! It doesn't look like you can select a team for the "Activity Assigned to" property (you'll need to sel...read more
Solved
MQuinn on August 29, 2022
Using the filters in a report, how do I filter for the max date? We bring our contract data into a custom object from a different system, and one company may have several contracts opened at the same time. I want to return the contract with the grea read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
August 29, 2022 21:19
Hi @MQuinn , As far as I know, it's not possible to in HubSpot reports to show data on relative measures (e.g. out of all records associated w...read more
Solved
JenP102787 on August 25, 2022
Hi! I'm new here and would appreciate some pointers! I'm trying to setup a report where I can use invoicing frequency, line items, billing frequency to calculate how much is generate month on month. For ex. Billing frequency is Quarterly Co read more
0 upvote
4 Replies
Accepted Solution
Guide | Platinum Partner
August 25, 2022 10:00
Hey @JenP102787 , thanks for sharing this use case! I'm not sure how you're currently storing revenue and billing info in HubSpot (or if you use a s...read more
Solved
MKMatarelli on August 12, 2022
Hi! I want to export activities such as calls, meetings, and every touchpoint we had with the customer as a json file to analyze data as an event, not as object data. Can I do this without an API?
0 upvote
1 Reply
Accepted Solution
Guide | Platinum Partner
August 12, 2022 11:28
Hey! Here's a similar community thread with a great response from Karsten . At this time, API work is required in order to export what HubSpot calls...read more
Bridget2 on August 10, 2022
Is there a way to use team and individual goals as an object/data source to create a custom goal report? I need to be able to see "% closed versus goal" on a dashboard instead of just locked on the Forecast/Goals page (see below). This is a fundamen read more
1 upvote
2 Replies
Recognized Expert | Diamond Partner
August 29, 2022 21:05
Hello @Bridget2 and @PamCotton , Unfortunately at present, you can not build custom reports and dashboards for deal and forecasting. You hav...read more
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