Dashboards & Reporting

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TLambert on March 31, 2023

Hello, I have a question about two hubspot reports, I think I am being daft but would appreciate knowing the reason. We have historically measured bookings per month (so Deals entering Closed Won & Job Number Created, both have probabili read more

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MelikeSezer on March 31, 2023

Why it's always creating a deal with the "company name-new deal" format?

It's always showing up in the format of "company name-new deal" how can we change this?

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CTA9

Participant

March 31, 2023 03:25

Hi @MelikeSezer , It is completely in our hands. From the above text, It seems that deals are created via any workflow, to change the name forma...read more

GHertsens on March 31, 2023

Quote tracking repot

Hello, Is it possible to track over time how many quotes were created/sended out? For example I want to see how many quotes were created in the months of January, February & March individually. Thanky ou

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karstenkoehler

Hall of Famer | Partner

March 31, 2023 02:17

Hi @GHertsens , Yes, this is possible. Navigateo to Menu > Reports > Reports > Create report > Custom report builder . Se...read more

NReid on March 30, 2023

Dashboard Filtering Beta

It seems that the links to dashboard that are filtered using the new beta method are not static. You can literally watch the link change multiple times as you are viewing the dashboard. As a result we are unable to save specifc dashboard views.

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PamCotton

Community Manager

March 30, 2023 13:45

Hello @NReid , thank you for posting in our Community! I wanted to check if you have a specific example, such as a screenshot of this behavior. T...read more

Solved

JvanBeeck on March 30, 2023

Deals color on dashboard

Why are some Deals white and others grey regardless of where they are in the pipeline and regardless of which Deal Stage?

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Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 30, 2023 02:53

Hi @JvanBeeck , The grey cards are inactive deals. You can choose when a deal should be shown as inactive through the board / card settings: ...read more

Solved

LIsmailova on March 29, 2023

Reports

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.

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Accepted Solution

EmmaAtKiwi

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

Adding Tags to calls for reporting

Can we add tags to outbound Calls to track things like "gathered email"

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BukunmiOdetayo

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

Report Details is inconsistent with results

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

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david20100

Member

March 28, 2023 18:22

Thanks for the comments, I don't have a lots of properties Filter Thanks

Solved

SeanPBurton on March 28, 2023

Report on Contacts with more than one Deal

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

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Accepted Solution

karstenkoehler

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

Date Range Not Respected When Using Custom Date Fields

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

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PamCotton

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

Solved

danny2327 on March 27, 2023

"this year" vs "this year so far"

Can anyone explain what the difference, if any, is between any of the This X vs This X so far filters?

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Accepted Solution

karstenkoehler

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

Add LinkedIn messages to Team activity timeline summary

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

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karstenkoehler

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

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