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LIsmailova on March 29, 2023
Hello everyone! Does anybody know how to sort all reports by creation date? I would also like to ask whether somebody knows where to find a creation date of a report.
0 upvote
2 Replies
Accepted Solution
Participant | Platinum Partner
March 29, 2023 06:09
Hi @LIsmailova , unfortunately "create date" is not saved when a report is created, so we're unable to sort by or see the creation date. We're limit...read more
XAiEstimation on March 28, 2023
Can we add tags to outbound Calls to track things like "gathered email"
0 upvote
2 Replies
Top Contributor | Partner
March 28, 2023 17:41
Hello @XAiEstimation , this may not be possible within HubSpot right now, although that may change soon. You can only add tags to deals within HubSp...read more
david20100 on March 28, 2023
I create some reports. The values are good on the report, but of we click to see te details, insteaf of showing only the result, it brings all data of the table
0 upvote
2 Replies
March 28, 2023 18:22
Thanks for the comments, I don't have a lots of properties Filter [cid:1eaca6f6-e010-460d-bc0a-12d0a681df42] 2 [cid:1bfe7595-05c8-42a9-ba80-79e2fab1...read more
SeanPBurton on March 28, 2023
I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 28, 2023 00:46
Hi @SeanPBurton , There is a contact property "Number of associated deals", so you can simply filter for contacts where this number is >1 ...read more
FMEngineering on March 27, 2023
When creating a report (chart) for a dashboard I have selected a date range of "Past Rolling 90 days (exluding today)". Originally the date field I chose was "Create Date" which is a HubSpot maintained property that tracks contact creation dates. Ho read more
0 upvote
1 Reply
Community Manager
March 28, 2023 09:01
Hello @FMEngineering , thank you for reaching out to our Community and providing this information. I was not able to reproduce this on my end. Is...read more
danny2327 on March 27, 2023
Can anyone explain what the difference, if any, is between any of the This X vs This X so far filters?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 27, 2023 21:24
Hi @danny2327 , For a lot of reports, there isn't any different between the two – specifically if you're reporting on anything that's in the p...read more
AKnoll on March 27, 2023
I have a request to add 'LinkedIn messages' to the Team activity timeline summary report. When I do add the filter for the report, it reverts to all of the activity of my team, when I have only filtered for 2 users (we have people in sales, service read more
0 upvote
2 Replies
Hall of Famer | Partner
March 28, 2023 21:39
Hi @AKnoll , Are you referring to the "Team activity totals" report? If not, could you specify where exactly you are finding "Team activity ti...read more
AKemple on March 27, 2023
Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li read more
Community Manager
March 27, 2023 14:33
Hello @AKemple , thank you for posting in our Community. I want to invite our top experts to this conversation @Bryantworks @franksteiner79 an...read more
DennisHalvorsen on March 27, 2023
Hello I want my team to view theyre own acitivity logs and access the reports / dashboards an be able to create theyre own reports etc. But; i do not want them to be able to view my (CEO`s) activity, i dont mind them being able to see that i creat read more
0 upvote
1 Reply
Community Manager
March 27, 2023 14:21
Hello, @DennisHalvorsen thank you for posting in our Community! Users with super admin permissions can restrict a property so that on...read more
PBaxter on March 24, 2023
Hi All, We have a custom object called 'Insights' where various members of our team capture pieces of intelligence about our clients / market, which is associated to companies and contacts. Data structure is like: Insight Name -> Date -&g read more
0 upvote
1 Reply
Community Manager
March 27, 2023 07:41
Hi @PBaxter , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any in...read more
BamaBoy on March 23, 2023
I'm trying to get a report that shows me all of the fields below. So far, I've only been able to find a few of the fields in a custom report and a couple of the fields in the canned report called "Ad campaigns with cost per click." I'd like t read more
0 upvote
1 Reply
Community Manager
March 24, 2023 07:59
Hello @BamaBoy Happy Friday! I want to invite our top experts to this conversation @ndwilliams3 @Mike_Eastwood @Josh you have any suggesti...read more
HNascimento on March 23, 2023
Is it possible to create a dash with: the average number of emails sent for each lead created in 2023 in the first 15 days after lead creation?
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 23, 2023 22:22
Hi @HNascimento , Not historically, I think, no. Even going forward, unfortunately, this can not be achieved perfectly, only via approximation...read more
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