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AMulagic on March 31, 2023
Report with custom property don´t show the correct data
Hi, Would like to bring up a problem I´ve encountered yesterday. I´ve built a workflow that uses an active list to set custom property values as the list is being updated. Workflow enrollments show the exact number of contacts in the list, b read more
Reply Enterprise
0 upvote
1 Reply
CateDuarte
Top Contributor | Diamond Partner
March 31, 2023 08:34
Hi @AMulagic In the report you are using count of contacts (is this from lists membership?) and the workflows uses enrollments (can a contac...read more
TLambert on March 31, 2023
Closed Per Month vs. Rolling 30 Days
Hello, I have a question about two hubspot reports, I think I am being daft but would appreciate knowing the reason. We have historically measured bookings per month (so Deals entering Closed Won & Job Number Created, both have probabili read more
Reply Dashboards
1 upvote
1 Reply
jolle
Key Advisor | Platinum Partner
March 31, 2023 06:23
Hey @TLambert , thanks for reaching out! HubSpot deal reporting can get a little tricky depending on which date property you're using. I...read more
MelikeSezer on March 31, 2023
Why it's always creating a deal with the "company name-new deal" format?
It's always showing up in the format of "company name-new deal" how can we change this?
Reply Professional
0 upvote
2 Replies
CTA9
Participant
March 31, 2023 03:25
Hi @MelikeSezer , It is completely in our hands. From the above text, It seems that deals are created via any workflow, to change the name forma...read more
GHertsens on March 31, 2023
Quote tracking repot
Hello, Is it possible to track over time how many quotes were created/sended out? For example I want to see how many quotes were created in the months of January, February & March individually. Thanky ou
Reply Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 31, 2023 02:17
Hi @GHertsens , Yes, this is possible. Navigateo to Menu > Reports > Reports > Create report > Custom report builder . Se...read more
NReid on March 30, 2023
Dashboard Filtering Beta
It seems that the links to dashboard that are filtered using the new beta method are not static. You can literally watch the link change multiple times as you are viewing the dashboard. As a result we are unable to save specifc dashboard views.
Reply Enterprise
0 upvote
1 Reply
PamCotton
Community Manager
March 30, 2023 13:45
Hello @NReid , thank you for posting in our Community! I wanted to check if you have a specific example, such as a screenshot of this behavior. T...read more
Solved
JvanBeeck on March 30, 2023
Deals color on dashboard
Why are some Deals white and others grey regardless of where they are in the pipeline and regardless of which Deal Stage?
Reply Professional
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 30, 2023 02:53
Hi @JvanBeeck , The grey cards are inactive deals. You can choose when a deal should be shown as inactive through the board / card settings: ...read more
Solved
LIsmailova on March 29, 2023
Reports
Hello everyone! Does anybody know how to sort all reports by creation date? I would also like to ask whether somebody knows where to find a creation date of a report.
Reply Enterprise
0 upvote
2 Replies
Accepted Solution
EmmaAtKiwi
Participant | Platinum Partner
March 29, 2023 06:09
Hi @LIsmailova , unfortunately "create date" is not saved when a report is created, so we're unable to sort by or see the creation date. We're limit...read more
XAiEstimation on March 28, 2023
Adding Tags to calls for reporting
Can we add tags to outbound Calls to track things like "gathered email"
Reply Professional
0 upvote
2 Replies
BukunmiOdetayo
Top Contributor | Partner
March 28, 2023 17:41
Hello @XAiEstimation , this may not be possible within HubSpot right now, although that may change soon. You can only add tags to deals within HubSp...read more
david20100 on March 28, 2023
Report Details is inconsistent with results
I create some reports. The values are good on the report, but of we click to see te details, insteaf of showing only the result, it brings all data of the table
Reply Professional
0 upvote
2 Replies
david20100
Member
March 28, 2023 18:22
Thanks for the comments, I don't have a lots of properties Filter Thanks
Solved
SeanPBurton on March 28, 2023
Report on Contacts with more than one Deal
I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally read more
Reply Contacts Deals Reports
0 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 28, 2023 00:46
Hi @SeanPBurton , There is a contact property "Number of associated deals", so you can simply filter for contacts where this number is >1 ...read more
FMEngineering on March 27, 2023
Date Range Not Respected When Using Custom Date Fields
When creating a report (chart) for a dashboard I have selected a date range of "Past Rolling 90 days (exluding today)". Originally the date field I chose was "Create Date" which is a HubSpot maintained property that tracks contact creation dates. Ho read more
Reply Enterprise
0 upvote
1 Reply
PamCotton
Community Manager
March 28, 2023 09:01
Hello @FMEngineering , thank you for reaching out to our Community and providing this information. I was not able to reproduce this on my end. Is...read more
Solved
danny2327 on March 27, 2023
"this year" vs "this year so far"
Can anyone explain what the difference, if any, is between any of the This X vs This X so far filters?
Reply Professional
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 27, 2023 21:24
Hi @danny2327 , For a lot of reports, there isn't any different between the two – specifically if you're reporting on anything that's in the p...read more
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