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Solved
danielle_little on April 23, 2025
Sales management is looking for visibility into sequences that are currently active and have steps scheduled within the next 7 days (on a rolling basis). Since many sequences span multiple weeks, using the initial enrollment date alone isn’t suffi read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 23, 2025 11:41
Hi @danielle_little , As far as I know, this is currently not possible at this stage. Other users have requested this before: https://communi...read more
NKronish on April 23, 2025
This is a new issue I've run into recently. When exporting my Deal view, one of the columns shown in "Associated Company", which before now always showed the company name in the exported data. Now instead of showing the company name, the export read more
1 upvote
7 Replies
Participant
April 23, 2025 18:19
Thanks Chel! That is super helpful. I completely overlooked this checkbox. I'm now getting the exports I'm looking for.
Solved
VRakitski on April 23, 2025
Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 23, 2025 06:52
Hi @VRakitski , You're correct, with the regular data source in the custom report builder (Sales emails), it's not possible to show both in on...read more
CLBF on April 22, 2025
Hi! I'm trying to find a way to report on how long it took for someone to complete a task from the time it's created to the time it closes. Is this possible with the 'Task' object? I have a report that shows the number of tasks completed by person, read more
0 upvote
3 Replies
Participant
April 23, 2025 09:24
Thank you! Not sure we have the right subscription to use the formulas, but I'm going to ask!
JSchmitz2 on April 22, 2025
I finally have a chart I'm happy with the exception that the legend doesn't populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any su read more
0 upvote
1 Reply
Contributor
April 22, 2025 19:45
Hello @JSchmitz2 In HubSpot’s report builder the legend is data-driven only —it shows a segment (deal stage, lifecycle stage, owner, etc.) only...read more
Ryan_VanStralen on April 22, 2025
I have a forecast report that is two quarters out. HubSpot has last, this, next quarter as options but not two quarters out. I can solve this with some complicated custom coding, (in the process of) but I can't help but think there is a more e read more
0 upvote
2 Replies
Participant
April 22, 2025 15:08
here's what I came up with in the interim ( saw this post from @paulcmaxwell that made me try a different way) If you’re trying to dynamical...read more
Solved
JPither on April 22, 2025
We have recently implemented a system that assigns our key buyers one of three statuses depending on when their last meeting with us was. Anyone who we've met in the last 120 days is green, between 121-365 days is yellow, and anyone we haven't met i read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 22, 2025 12:10
@JPither one step that I mentioned is a workflow that enrolls contacts, then assigns green/yellow/red in a dropdown property accordingly. Only cont...read more
AMoss5 on April 22, 2025
Hi, I'm trying to create a report that shows email metrics (open rate and CTR) for our different email campaigns. My y-axis is the email open rate/CTR, and the x-axis is the name of the email, but I can't figure out how to add the email Send Da read more
0 upvote
3 Replies
Member
April 22, 2025 12:14
Hi @warrendavey thank you so much for the detailed video response! You understood my problem correctly, in that I just want to sort the emails in ...read more
Solved
VRakitski on April 22, 2025
Hi there I'd like to create a custom report which shows the number of meetings that were booked using HS meeting links of different HS users (reps). Ideally the report should look like a bar chart, where each bar shows the number of meetings w read more
Accepted solution
Hall of Famer | Partner
April 22, 2025 09:09
Hi @VRakitski , Yes, under Menu > Reporting > Reports > Create report > Single object > Meetings, set up the below: ...read more
Jaylin on April 22, 2025
Hi everyone, i have a question about Goal Report. i create a Goal by team, not users. and when i checked the report, the number of KPI value is not equal to the acutual number. do you know why? if the US team have 10 users, 5 of them have the read more
0 upvote
4 Replies
Member
April 23, 2025 07:31
If you set a Goal by team in your report, the KPI value will only reflect data from users who have access or paid seats within that team. In your exa...read more
Solved
WSurgenor on April 17, 2025
We are exporting reports on a monthly bases. These report include properties that are percentages in HubSpot (example 2.5%) . However, when you export that report to a CVS file is exports to a number but only to 2 decimall places, resulting in an un read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 18, 2025 01:54
Hi @WSurgenor , I assume that there's a reason why you must export the report and not from the record index page itself, correct? Exporting fr...read more
Solved
JPither on April 17, 2025
I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 17, 2025 07:34
Hi @JPither , HubSpot's list filters always work on the basis of "is associated to at least one", there is no filter option for "is not associ...read more
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