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LCacchione1 on June 13, 2024
I would like to be able to sort on columns in reports such as pivot table. Maybe there's a workaround I could use that doesn't involve exporting the report and work on an excel file?
Hall of Famer | Partner
June 13, 2024 15:44
Hi @LCacchione1 , This is already possible - are you seeing this options? They don't always appear where you'd expect them, so check all of th...read more
HannahsHub94 on June 13, 2024
Hiya! My current problem: At the moment we cannot report on the compliance of if call tasks are being completed on time by our team. Currently contacts are enrolled in a call and email based sequence. We do not pause the sequence based on if cal read more
0 upvote
1 Reply
Community Manager
June 13, 2024 18:11
Hey @HannahsHub94 thank you for posting in our Community! You can filter tasks by completion status and date ranges to determine compliance...read more
LDupont5 on June 13, 2024
Hi, When creating a deal, our users have to fill in certain fields. I was wondering if it was possible to create a report, that shows the individual percentage of the fill-in rate of those fields. Even better would be to create these reports per read more
0 upvote
1 Reply
Hall of Famer | Partner
June 13, 2024 04:24
Hi @LDupont5 , Yes, this is possible with a Professional subscription and the custom report builder: https://knowledge.hubspot.com/reports/cr...read more
pruedas on June 13, 2024
Hi, We have two date properties for deals: "Planned delivery date" and "Real delivery date". We would like to implement a tag to highlight deals which have not been delivery ( "Real delivery date" is unknown ) BUT where planned to be delivered read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 13, 2024 03:14
Hi @pruedas , In HubSpot, "before today" would spell out as "is more than 0 days ago", have you tried that? Best regards
JRivette on June 13, 2024
Hi, We are trying to determine how a ticket pipeline is solving over time. We have similar reports which are inbuilt HubSpot reports to measure Historical snapshots over time of the deals pipeline. We are after something similar for the service read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 13, 2024 03:02
Hi @JRivette , As long as HubSpot doesn't add this as part of the service report collections, it's not possible to create this report - the sa...read more
BJobse on June 12, 2024
I would like to see in a report how many times a customer has been contacted per period. Now I think I only see the total, but not from, say, the past month or this year.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 12, 2024 02:52
Hi @BJobse , This can be accomplished with a custom report in the custom report builder: https://knowledge.hubspot.com/reports/create-reports...read more
JViohl on June 11, 2024
I need help creating this custom report with custom properties. I just cant do it after trying for a long time. Anyone can tell me how to handle this? "Portfolio Depth" and "Portfolio Width" contain values from 1 to 10 and every customer is rated i read more
0 upvote
1 Reply
June 11, 2024 10:10
Hi @JViohl If you're using a Scatter Plot Graph the below applies: In the custom report builder, you can select scatter plot as a chart ty...read more
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
SarahOps on June 11, 2024
Hi, I'm looking for a way to display forecasted vs closed metric in HubSpot. E.g how much was forecasted (in $) for this quarter vs. how much closed (in $) I've looked at Historical snapshot report but that doesn't give me what I need...any read more
0 upvote
1 Reply
Guide | Elite Partner
June 11, 2024 04:58
@SarahOps - Have you explored HubSpot's forecasting tool: https://knowledge.hubspot.com/forecast/use-the-forecast-tool? Failing that, I wonder i...read more
DNguyen41 on June 10, 2024
I have a report telling me how many meetings the team was in during the last 30 days. But it seems to count only the meetings that were organized by the users, not the meetings the users were invited to. My goal is to see how many meetings were read more
0 upvote
6 Replies
Accepted Solution
June 11, 2024 09:02
Would it be best to manually log the meetings against the relevant contact then? You may also be able to automate this via Zapier - I've used thi...read more
MW7 on June 10, 2024
When I try to customise the left hand bar it still shows items even though they are not marked (see screenshot). i tired checking and uncheckin saving many times etc., and it won't help.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 10, 2024 04:48
Hi @MW7 , When you open a record and click Actions > Customize Properties at the top right corner of a left sidebar section, you should be ...read more
NSharma96 on June 10, 2024
Comparison Report for emails sent on Fridays vs. Saturdays and include metrics like open rate, click rate, and click-through rate.
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 10, 2024 02:49
Hi @NSharma96 , This can be achieved with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-rep...read more
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