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HVouti le Juin 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. Lire la suite
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2 Réponses
Participant | Partenaire solutions Platinum
Juin 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...Lire la suite
Résolues
HSalah le Juin 23, 2025
i want a formula in hubspot reporting that calculates conversion rate (number of closed won deals / total deals)
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1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
GAn8 le Juin 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 Lire la suite
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2 Réponses
Leader d'opinion | Partenaire solutions Elite
Juin 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...Lire la suite
Saassolution le Juin 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!
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3 Réponses
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
M_Kelly le Juin 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 Lire la suite
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5 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
emacd33 le Juin 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 Lire la suite
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4 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
Chloepilonv le Juin 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 Lire la suite
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1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
EChapman le Juin 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 Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
Huntscape-Ops le Juin 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 Lire la suite
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6 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 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...Lire la suite
Résolues
CCaldwell2 le Juin 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 Lire la suite
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1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 12, 2025 10:13
Hi @CCaldwell2 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...Lire la suite
Résolues
CCaldwell2 le Juin 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.
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2 Réponses
Solution Acceptée
Gestionnaire de communauté
Juin 12, 2025 14:12
Hey @CCaldwell2 👋 This a great fir for our Ideas Forum 💡 — Jaycee
Résolues
NKolev le Juin 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 Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Leader d'opinion | Partenaire solutions Elite
Juin 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...Lire la suite
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