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HVouti on June 23, 2025
Hi, We are a HubSpot partner, and run multiple customers' HubSpot portals. In three we've been trying to lately build a Historical Snapshots report from the Sales report library, but run into constant errors even with the basic filters. read more
0 upvote
2 Replies
Participant | Platinum Partner
June 23, 2025 09:17
Hi! Of course I will continue to pursue this via support as well. I was mainly curious of there is a bigger problem / changes taking place, and if ot...read more
Solved
HSalah on June 23, 2025
i want a formula in hubspot reporting that calculates conversion rate (number of closed won deals / total deals)
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 23, 2025 05:43
Hi @HSalah , I've answered a similar query with different approaches here: https://community.hubspot.com/t5/Dashboards-Reporting/Win-Loss-and...read more
GAn8 on June 22, 2025
Hi first time poseter here.. I have setup a simple report that shows team activities by sales rep and scheduled to be sent every week Monday @ 8am. Most of the weeks, activity numbers on the email is different to what actual dashboard say read more
0 upvote
2 Replies
Thought Leader | Elite Partner
June 23, 2025 01:19
Hey @GAn8 I believe this isn't a bug. It's actually how HubSpot works. Actually, the report you get by email on Monday morning doesn’t...read more
Saassolution on June 22, 2025
Hi, Community memebers can help anyone help me in creating these reports in HubSpot? it will be great if someone can help me guide for step step and consult me on this since iam new to learn HubSpot reporting!
0 upvote
3 Replies
Hall of Famer | Partner
June 22, 2025 05:14
@Saassolution what exactly do you mean by "the data is incorrect"? What are you expecting to see instead and how is it different from what you're s...read more
Solved
M_Kelly on June 16, 2025
Hi - we have an Activity Leaderboard set up for our Account Mangers currently, showing each AMs Count of Activities and breakdown by Activity Type. We are wanting to track new business development and are wanting to see what percentage of these acti read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
June 16, 2025 23:35
Hi @M_Kelly , That depends a bit on how exactly you differentiate new and existing business, but there are two simple ways to approach this th...read more
Solved
emacd33 on June 15, 2025
I am trying to create a report/list of all emails that did not get sent through a sequence but am having a hard time doing so. If that is doable I'd also love to build another report of click/open rates of just those (non-sequence generated) emails read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
June 15, 2025 23:59
Hi @emacd33 , In the custom report builder, when you choose the data source "Sales email", you should see this: https://knowledge.hubspot.com...read more
Solved
Chloepilonv on June 13, 2025
Hello, The Custom Report Documentation mentions a maximum of 30 columns/properties for the Table Report. Howevr, I can't add more than 10 (I only have 50 lines, FYI). Can someone confirm if this is normal? Otherwise, I will have to adjust the l read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 13, 2025 12:33
Hi @Chloepilonv , I'm able to add columns as per the documentation, in my example I got up to more than 20 before the browser started acting u...read more
Solved
EChapman on June 13, 2025
We are trying to do a removal of any Contacts on our system that do not have an associated Lead - I have tried the guidance below but cannot find the 'Number of Associated Leads' property mentioned. Is there a way to create a list or filter on the C read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 13, 2025 04:23
Hi @EChapman , Is this a generative AI answer? If so, this looks like AI hallucinating. Here's a quick way to achieve what you're trying...read more
Solved
Huntscape-Ops on June 12, 2025
I have a customer that is using Hubspot calling and we built a report to see how many calls each rep is making. The report is incorrect and showing way more calls than were actually made. Below are the filters AND here is what we want dis read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
June 12, 2025 14:25
@Huntscape-Ops there's only a file name in your reply, no image. Are you sure that you're looking at an unfiltered activity timeline for that...read more
Solved
CCaldwell2 on June 12, 2025
Need the ability to Archive unused reports and to categorize our custom reports into folders. A views / folders capability is imperative especially as we create more and more reports as it leads to the risk of non-managed reports and duplicates bei read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 12, 2025 10:13
Hi @CCaldwell2 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more
Solved
CCaldwell2 on June 12, 2025
Please allow us to choose a default folder view of our Workflows. It's overwhelming for it to always open up to the full list every time.
0 upvote
2 Replies
Accepted solution
Community Manager
June 12, 2025 14:12
Hey @CCaldwell2 👋 This a great fir for our Ideas Forum 💡 — Jaycee
Solved
NKolev on June 11, 2025
Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall read more
Accepted solution
Thought Leader | Elite Partner
June 11, 2025 08:58
Hi @NKolev This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some acti...read more
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