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DAzevedo on January 27, 2023
Hi guys, Hope you are all doing well!!! I'm trying to create a commercial report that allows me to analyze the evolution of the TA's (true) per REP during the month. That is, I would like to be able to compare how many true AT's each REP has with t read more
0 upvote
1 Reply
Hall of Famer | Partner
January 27, 2023 06:52
Hi @DAzevedo , Here's how I would approach this: Navigate to Menu > Reports > Reports > Create report > Single objects &...read more
ChrisEriksson on January 26, 2023
Hi, I am looking at the report "Historical snapshots by pipeline stage". The top visual report with vertical bars is possible to save and add to a dashboard but the lower table is not possible? Or to re-create it in a custom report? This report I wo read more
0 upvote
1 Reply
Community Manager
January 27, 2023 14:56
Hello, @ChrisEriksson happy Friday! Thank you for posting in our Community! I would like to add our top experts to this conversation @BrianD...read more
YuliaD on January 26, 2023
Hi, we are creating many reports to track Avg Time between Set Stages for Tickets - both on the team level and per agent. I'm using workflows to set the date when our Tickets are entering specific stages, and using Calculated properties to count th read more
0 upvote
1 Reply
January 26, 2023 12:08
Hey there, 1) Tbh this needs a closer look at the workflow but here is what I would do to find the root cause: Go to workflow and check the actio...read more
SBash on January 25, 2023
Is there a way to include all data but only show two years on a graph? So my graph would start where we were at the beginning of 2022 and then detailed data from then on?
1 upvote
1 Reply
Thought Leader | Elite Partner
January 25, 2023 09:58
@SBash short answer: yes. Depending on the datga source, a "create date" filter can include "is after" and a sepcific date: Hope that ...read more
GHertsens on January 25, 2023
Hi, We are a European company looking to enter the North American market soon. After some prospecting, we have had meetings with some companies there in the past few months, obviously different prospects are in different deal stages. Now I would read more
0 upvote
2 Replies
January 25, 2023 12:57
You can use lists for that. Assumption: All your deals are associated with a company. 1) Create a company list. 2) Filter->Deal properties -> ...read more
BenJHenry on January 24, 2023
Changing a link property on a company and then hitting save will update the property visually. However, using the open in new tab button on the property (after hitting save) will still send you to the old link. To open the new link using this read more
0 upvote
2 Replies
Accepted Solution
Community Manager
January 25, 2023 04:19
Hi @BenJHenry , Thank you for reaching out to the Community and letting us know about this behaviour! I've tested this in my account and w...read more
MPorst on January 24, 2023
Our instance of HS has only 1300 records. We have maybe 70 features (columns). This is a very small data frame. The report builder limits me to 20 features/ report. How can I download the entire data frame as one file?
1 upvote
1 Reply
Key Advisor | Platinum Partner
January 24, 2023 05:47
Hey @MPorst , thanks for reaching out! This is a great question. If you're trying to export your records from the default contact or company v...read more
JMequin on January 23, 2023
I'm unable to log activities on hubspot since January 17. Can someone help me on this matter. Please?
0 upvote
3 Replies
January 24, 2023 07:34
Yes, it's about logging calls or notes within the CRM, creating deals and tasks. It has been like that since January 17 and still not resolve until n...read more
MWright2 on January 23, 2023
I want to create a report based on list data but I don't see that as an option anywhere, is that possible? If so, how do you do that?
0 upvote
1 Reply
Thought Leader | Partner
January 23, 2023 08:06
@MWright2 you can do this with the Custom Report Builder and then using the List Membership criteria to build the report.
YSabzerou on January 23, 2023
When looking at the website visitors report- we would like the report to show us the companies that visited our website for the first time (see only companies with a 'plus' icon and no companies with a 'checkbox' icon)
0 upvote
3 Replies
Thought Leader | Partner
January 25, 2023 18:06
@YSabzerou sorry, the part that is confusing me, is the part about the plus icon and checkbox icon, I'm trying to figure out what report you're loo...read more
CFitzgerald on January 20, 2023
We've got a team that builds deals on behalf of the company and 'deal owner'. Thus, I need a report that allows me to filter on Entered Stage Date and User Created ID. Ideally a bar graph grouping number and value of deals, grouped by User Created I read more
1 upvote
1 Reply
Accepted Solution
Thought Leader | Elite Partner
January 20, 2023 12:56
Hi @CFitzgerald . In my HubSpot instance, I launched a single object report for Deals, and included both "Entered Stage [Stage Here]" and "Created b...read more
VL-jkc on January 20, 2023
Hi, is there a way to give members access to the dashboard, without them being able to click on the reports and access the report details? Thanks
1 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
January 20, 2023 13:00
Same thought as @jolle here, @VL-jkc . HubSpot is meant to be collaborative and show data to all users within reason. Reports on data can be limit...read more
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