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Solved
CClark3 on August 28, 2024
Hello, We are currently trying to create a report that list contacts as well as most recent note for each contact. However when i create this report its pulling all associated notes for the contact list. Is there a way to show only the most re read more
0 upvote
1 Reply
Accepted solution
Community Manager
August 29, 2024 08:41
Hi @CClark3 , Thanks for reaching out to the Community! Unfortunately, this is not currently possible, but as you may know, HubSpot i...read more
Solved
KNagpal9 on August 24, 2024
Hello Everyone, I am trying to remove all the duplicates from my HubSpot account sales initially when entered any records they created a deal first then a record after which every time a record got created a new company got created with it. read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
August 27, 2024 02:39
@KNagpal9 I recently learned that you can also automate deduplication with Koalify and wanted to add this information here as well: https://koalif...read more
Solved
DadaET on August 05, 2024
Hi all, Would you know how I could pull out a report that shows the breakdown of call outcome (connected, busy, VM, etc) for a given time range? Thanks
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
August 05, 2024 23:59
Hi @DadaET , This can be achieved with a single object report, requiring a Professional or Enterprise subscription. Navigate to Menu > ...read more
Solved
KWEBER1 on July 30, 2024
Hi, I understand that using quick filters or advanced filters on my dashboard shouldn't affect other users. My question is, if I click onto a report, adjust a filter, and hit "update existing report," will all other users see this filter now?
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
July 31, 2024 08:26
Hi @KWEBER1 Yes, as Frank mentioned. Dasboard filters can be seen only by you or saved for everyone but with reports if you afect the setup ...read more
Solved
Tacblades on July 24, 2024
I am very new to hubspot, I am creating reports and dashboards, at the moment mainly table content. Is there a way to add colour to tables in reports, or add a theme or skin for the Dashboards like a dark background ?
3 upvotes
5 Replies
Accepted solution
Thought Leader | Platinum Partner
July 24, 2024 10:42
Hey @Tacblades There are some reports that can have custom colors for bars, pies but not for tables. There are also currently no themes for ...read more
Solved
ABaldocchi on July 23, 2024
Is there a way to analyze the free text responses in HubSpot form submissions? We receive a lot of form submissions, but many of the leads are not good based on their answers or comments in the free text fields.
1 upvote
3 Replies
Accepted solution
Contributor
July 24, 2024 07:14
Hi @ABaldocchi , HubSpot currently doesn't support direct text analysis for free text responses. However, I recommend refining your forms by askin...read more
Solved
JNienhausen on July 10, 2024
Hallo community, I am trying to create a report to see how many people booked a meeting through the following link. The process goes fine until I have to search for the name of the particular Meeting schedule I want to analyze (because I can read more
0 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
July 12, 2024 09:55
Hey @JNienhausen so in your case I'd suggest that you create a list of the contacts that have completed the form (as you told us you already see...read more
Solved
jennygarcia on July 10, 2024
I would like to create a report where it will be easy to show Client / Companies and Deals created in a monthly structure. This report must show growth, health of business and help forecast needed numbers. TIA
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 10, 2024 04:11
Hi @jennygarcia , Which subscription level are you on? It looks like you're using either the free CRM or are on a Starter subscription. ...read more
Solved
synester_black on June 11, 2024
We have been doing the crm manually using excel now for recent sales we are using hubspot but we are trying to get our past data also into the plaform. But this is only for the purpose of report building. So what is the best way of doing this. Can w read more
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
June 11, 2024 04:49
Hey @synester_black - I'd recommend using HubSpot's import tool to bring your legacy data into HubSpot to be able to include it in your HubSpot rep...read more
Solved
MichB3 on May 28, 2024
Hello HubSpot Community! My org is on the Starter plan, so I don't have access to custom reporting. I want to create a simple activity report that uses the following criteria - date range, Activity type=Meeting, Outcome=Complete, and the report show read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 28, 2024 11:17
Hi @MichB3 , If none of the reports from the library meet your requirements, then unfortunately this won't be possible in a Starter portal. Cu...read more
Solved
duncanmcgovern on May 17, 2024
Looking for tips on calculating rates of engagement in a target list vs contacts who take a specific action. For example: Event invitees vs RSVP vs attended Target contacts for a cross-channel outbound initiative vs those who engage Coming f read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 18, 2024 01:07
Hi @duncanmcgovern , You're correct, there isn't any obvious way to do this in HubSpot and calculating rates typically requires extra steps. H...read more
Solved
SSteward9 on April 05, 2024
We have line items that have associated core charges, currently set up as an additional dollar amount on the line item. How do we get it so that when we select a product with a core charge to show the associated core charge on a quote and inevitably read more
0 upvote
3 Replies
Accepted solution
Contributor
April 08, 2024 11:56
Hi @SSteward9 , Nice to meet you! We have an quote automation app for HubSpot called Portant . It it will give you more control over the d...read more
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