Dashboards & Reporting

Filtrer par
  • Tous les libellés
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Trier par 
Plus récents
  • Plus récents
  • Plus de mentions Jaime
Statut
Tout
  • Tout
  • Résolues
  • Non résolue(s)
  • Sans réponses
Résolues
AVignetti le Juillet 11, 2025
Hi, I would like to know if it's possible to edit activity dates, like the date in which a deal was moved from a stage to another. The problem is that in some months this activty was done in an inaccurate way, so we need to change some of t Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 11, 2025 10:37
Hi @AVignetti , The situation here unfortunately remains unchanged. These date properties are view only and can, as of now, not be edited. ...Lire la suite
JJ9 le Juillet 11, 2025
Hello there, I am wondering about the possibility to follow chatbot flows. Well, I would love to have an interface, where I can follow chatbot flows, in case I am interessted in it. E.g. if anyone chose negative rating or just answer to the rat Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Juillet 11, 2025 18:31
Hey, @JJ9 👋 That's a great suggestion and would be a good fit for the Ideas Forum as a feature improvement. But as it stands, we are limit...Lire la suite
EBuin le Juillet 10, 2025
Is it possible to create a graph showing the monthly turnover + forecast (same as total weighted amounts) and compare it to two goals (one goal being beeting last year's turnover), or to one goal and last year? I've read this article , but I can't Lire la suite
0 Mention J'aime
0 Réponse
AWalch le Juillet 10, 2025
Hallo liebe Community, weiß jemand, wie es möglich ist, dass in den Berichten statt Mo.-Fr. die Tag Fr.-Fr. angezeigt werden? Ich freue mich auf eure Hilfe. Gruß Anna
0 Mention J'aime
1 Réponse
Au panthéon de la communauté | Partenaire solutions
Juillet 10, 2025 08:07
Hallo @AWalch , über welche Berichte genau sprichst du? Bist du im Single Report Builder, Custom Object Report Builder oder in einem anderen B...Lire la suite
Résolues
Crystal_Hopper le Juillet 07, 2025
I'm working in a Portal that has Users assigned to Teams. The users themselves have access to Reports. When I clone a Report, I want to assign it as View Only by a certain HubSpot Team. But the Teams are not listed. The users are, but not any Lire la suite
0 Mention J'aime
4 Réponses
Solution Acceptée
Contributeur de premier rang | Partenaire solutions Gold
Juillet 08, 2025 05:23
Hi @Crystal_Hopper This is a great question. I would like to start by sharing that this is a known limitation in some HubSpot accounts. ...Lire la suite
Résolues
TLarson5 le Juillet 07, 2025
Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" Lire la suite
0 Mention J'aime
7 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 08, 2025 23:59
@TLarson5 you could, yes 🙂
Résolues
RMazzucchelli7 le Juillet 07, 2025
Hi Commuity I am trying to build a report (custom object: Deals + notes) of my deals. Then I am trying to filter the count of deals within a specific date range using my quick filters at the top of the dashboard. When applying quick filters, t Lire la suite
0 Mention J'aime
4 Réponses
Solution Acceptée
Leader d'opinion | Partenaire solutions Elite
Juillet 07, 2025 01:07
Hey @RMazzucchelli7 Please refer to this community query, which I believe is similar to what you're facing: https://community.hubspo...Lire la suite
Résolues
AVignetti le Juillet 04, 2025
Hi everyone, I'm trying to track who creates a company. The only options i found are: traking by owner and tracking by user id. The problem with the first, is that when a company is created, it might be owned by someone who wasn't the creat Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 04, 2025 09:02
Hi @AVignetti , You're right, the created_by_user_id does not always show an owner. If the company was created via integrations, workflows, or...Lire la suite
Résolues
AVignetti le Juillet 03, 2025
Hi everyone, I need to track how many times in a certain period of time my colleagues in Sales send a proposal (which is a deal stage "Proposal Sent"). Now I can track how many deals are in this stage, but as soon as the stage changes, I wil Lire la suite
0 Mention J'aime
3 Réponses
Solution Acceptée
Participant
Juillet 03, 2025 06:45
In your deal properties, you should have a property called Date entered “Proposal Sent” , which records the date when a deal moved into that stage. ...Lire la suite
Résolues
COHagan8 le Juillet 02, 2025
Hi all, I'm trying to report on the average time between the first outreach to a lead and the first logged call . My constraints: I'm working only on the Lead object I can’t create custom properties or workflows We log activities (ca Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Expert reconnu | Partenaire solutions Diamond
Juillet 02, 2025 15:42
Hi @COHagan8 , Unfortunately, you will need to create a date stamp for the first call to report on this reliabily. This will require a workf...Lire la suite
Résolues
EPark66 le Juillet 02, 2025
I'm creating a custom report, but it automatically includes default fields that I don't need. Is there a way to remove the following fields and start with a blank report? The fields I want to remove are: Record ID - Deals, Record ID - Companies, and Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 02, 2025 15:07
Hi @EPark66 , No, as far as I know this default behaviour cannot be changed. Keep in mind that this is not the report itself but the data used...Lire la suite
Résolues
MPatel65 le Juillet 02, 2025
Hi everyone, We’ve successfully embedded a ClickUp dashboard via an <iframe> in our HubSpot card, but while the iframe content displays, it doesn’t allow any in-place editing—all controls are disabled. Our goal is to give users full ClickU Lire la suite
1 Mention J'aime
1 Réponse
Solution Acceptée
Expert reconnu | Partenaire solutions Diamond
Juillet 03, 2025 08:46
Hi @MPatel65 , Have you checked the Developer Documentation? I see a SettingsAction parameter for iFrames that may be helpful to you. ...Lire la suite
annuler
Affichage des résultats de 
Rechercher plutôt 
Vouliez-vous dire : 

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.