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EPitches on Juni 24, 2025
Hi All, I am scratching my head over an issue I have with reporting. I created a series of reports for each of our suppliers, so I can see exactly per month what we owe them, the amount of deals and the sum value of the deals. I have set the para Beitrag ansehen
0 Likes
4 Antworten
Trendsetter/-in
Juni 24, 2025 12:00
Hi @EPitches What exaclty do you mean by duplicated? You have 3 unique invoice IDs - 1049, 1060, 1061; if 1061 is indeed a duplicate of 1049...Beitrag ansehen
Gelöst
LisaCerrone on Juni 24, 2025
Hi all, I wanted to create a report on sequences filtered by associated campaign, so I could check also for every campaign how sequences are doing or aggregate sequences data by campaign but I can't find how to do it. I can't add both campaign and s Beitrag ansehen
Akzeptierte Lösung
Stratege/Strategin | Gold Partner
Juni 24, 2025 07:02
Hi @LisaCerrone , HubSpot treats sequences and campaigns as separate data types, and unfortunately, there's no native way to connect them in re...Beitrag ansehen
Gelöst
RhoadesM on Juni 23, 2025
Hello, I would like to create a report that shows and/or is filterable by Enrollment Status (scheduled, in progress, paused, etc) of contacts enrolled in a sequence(s). Am I correct that this is not available? We use the Professional version of Hub Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Stratege/Strategin | Gold Partner
Juni 23, 2025 16:13
Hi @RhoadesM , HubSpot doesn’t currently let you report on sequence enrollment status (like Scheduled , In Progress , Paused , or Completed...Beitrag ansehen
HVouti on Juni 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. Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in | Platinum Partner
Juni 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...Beitrag ansehen
Gelöst
HSalah on Juni 23, 2025
i want a formula in hubspot reporting that calculates conversion rate (number of closed won deals / total deals)
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Juni 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...Beitrag ansehen
Gelöst
GAn8 on Juni 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 Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Mitglied
Juni 23, 2025 18:55
Thank you all! It turns out discrepancy was coming from the timing issue and issue has been sorted.
Gelöst
Saassolution on Juni 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 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juni 22, 2025 03:10
Hi @Saassolution , For the first report, deal funnel, you can follow these steps: https://knowledge.hubspot.com/reports/create-new-custom-fun...Beitrag ansehen
Gelöst
M_Kelly on Juni 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 Beitrag ansehen
0 Likes
5 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juni 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...Beitrag ansehen
Gelöst
emacd33 on Juni 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 Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juni 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...Beitrag ansehen
Gelöst
Chloepilonv on Juni 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 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Juni 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...Beitrag ansehen
Gelöst
EChapman on Juni 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 Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juni 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...Beitrag ansehen
Gelöst
Huntscape-Ops on Juni 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 Beitrag ansehen
0 Likes
6 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Juni 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...Beitrag ansehen
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