Hi all, I wanted to create a report on sequences filtered by associated campaign, so I could check also for every campaign how sequences are doing or aggregate sequences data by campaign but I can't find how to do it. I can't add both campaign and s read more
Hello, I would like to create a report that shows and/or is filterable by Enrollment Status (scheduled, in progress, paused, etc) of contacts enrolled in a sequence(s). Am I correct that this is not available? We use the Professional version of Hub read more
Hi @RhoadesM ,
HubSpot doesn’t currently let you report on sequence enrollment status (like Scheduled , In Progress , Paused , or Completed...read more
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.
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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...read more
Hi @HSalah ,
I've answered a similar query with different approaches here: https://community.hubspot.com/t5/Dashboards-Reporting/Win-Loss-and...read more
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 read more
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!
Hi @Saassolution ,
For the first report, deal funnel, you can follow these steps: https://knowledge.hubspot.com/reports/create-new-custom-fun...read more
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 read more
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...read more
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 read more
Hi @emacd33 ,
In the custom report builder, when you choose the data source "Sales email", you should see this: https://knowledge.hubspot.com...read more
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 read more
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...read more
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 read more
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 read more
@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...read more
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 read more
Hi @CCaldwell2 ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more