Dashboards & Reporting

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
  • All
  • Solved
  • No Replies Yet
HRich on May 31, 2023
Hello everyone, I am looking to create a report to measure the sales team's email output which does not include sequence emails. I spent a lot of time on customer builder, using Activities as my primary source, and Contacts as a seconda read more
0 upvote
1 Reply
May 31, 2023 15:14
To separate emails sent as part of a sequence from individual emails, you can use a combination of activity filtering and contact properties. Here's ...read more
SKanago on May 31, 2023
I hace created an activity report by meeting log, the created by and assigned to fields show the same name, that is the person who created it, how can i assign this to someone else? I am unable to find the field. Thank you
0 upvote
1 Reply
May 31, 2023 15:18
To assign the activity report to someone else, you can follow these steps: Open the activity report by meeting log. Look for the "Created by" fiel...read more
SJeremias on May 30, 2023
Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 30, 2023 09:50
Hi @SJeremias , A screen in the office can be a good way to remind everyone permanently. If you put up a dashboard in a browser, there are Fir...read more
LBom on May 30, 2023
Hi I have set up an automated report in the format of a table titled "Meetings booked for this Week by Sales Managers" When the report is emailed it only contains 8 rows. In actual fact there are 14 rows but you need to click on View in HubSpot read more
0 upvote
2 Replies
Thought Leader
May 30, 2023 21:18
@LBom for the report with 14 rows - if you give the report more space in the dashboard so all rows are visible, it should include all rows in the e...read more
spatrizi-cv on May 26, 2023
The weighted amount in the deal pipeline is based on whatever probability % is set in settings for the deal stage, even if you manually change the probability in the deal record. Example: - Deal Stage "Appointment Scheduled" defaults to 20% prob read more
0 upvote
1 Reply
Community Manager
May 29, 2023 12:34
Hi @spatrizi-cv , Thank you for reaching out! If you are still running into this behavior, I would recommend connecting with HubSpot ...read more
KThompsonOH on May 26, 2023
I need to create a report consisting of all contacts created within the last 2 years (always rolling). I see that the farthest back it can be filtered by is the last 365 days. Is there anyway to change this to allow for filtering by custom number o read more
0 upvote
1 Reply
Community Manager
May 29, 2023 11:31
Hi @KThompsonOH , I hope you are doing well! I took a look at the report filtering, did some testing. I found that currently there is no func...read more
YTrifonov on May 26, 2023
Hello, Can you advice me how can I create a report for calls with custom outcomes. With this outcomes:
1 upvote
1 Reply
Recognized Expert | Platinum Partner
May 26, 2023 08:47
Hey @YTrifonov , thanks for reaching out! Check out this similar thread with step-by-step instructions for creating this report from @karst...read more
McBainKD on May 25, 2023
Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing read more
Accepted Solution
Top Contributor | Elite Partner
May 26, 2023 05:41
@McBainKD - Could this be workflow with: the form submission as the enrollment triggerand a step to stamp the date into a custom 'Submitted...read more
TAdy on May 25, 2023
Hi, I want to create a report that I can put on a dashboard that show's a list of accounts and the total number of days the current rep has owned the account. The idea being that after a certain number of days, they should should the account. read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
May 25, 2023 08:13
Hi @TAdy , I think creating the Today's date and setting that and then calculating is your best option. This workflow is pretty easy to creat...read more
WHawkins3 on May 24, 2023
I have a requirement to product some reporting to senior management based on customer call logs and I wanted to see if the following customizations (or similar) could be created. Export - Data Breaks by Row 1. Can the delimiters or field typ read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Elite Partner
May 24, 2023 15:47
@WHawkins3 - Are you able to share how your database is set up to capture fleet and aircraft information? Deals & line items The idea of h...read more
PBarik on May 24, 2023
Can we display reports generated in Tableau in HubSpot Dashboard?
0 upvote
1 Reply
Accepted Solution
Top Contributor | Diamond Partner
May 24, 2023 12:34
HI @PBarik , If you're able to a URL or embed code for your Tableau report, you can add it to your dashboard by clicking: Actions > Add Ex...read more
franksteiner79 on May 24, 2023
Hi Community Gang I don't know if is wishful thinking on my part or does anyone know if there are plans to expand the funnel reporting feature beyond lifecycle stages and deal stages? I have this nagging feeling I heard or read about custom fu read more
4 Replies
Accepted Solution
Recognized Expert | Platinum Partner
May 24, 2023 08:44
Hey @franksteiner79 , I'm with you and @dsecareanu — I believe you need custom date stamp properties and workflows to track progression for non-ou...read more
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.