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
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
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
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
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
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?
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)
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