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HMasson on May 17, 2022
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
0 upvote
1 Reply
Hall of Famer | Partner
May 17, 2022 21:19
Hi @HMasson , Happy to help here. Without seeing the report filters and being able to cross-check the deal record, this is unfortunately a bit...read more
BBurkhardt on May 17, 2022
Is there a way to export the close date without a time stamp?
0 upvote
1 Reply
Key Advisor
May 17, 2022 09:42
Hey @BBurkhardt , Wnfortunately, you can't export this natively as just a date field. You could potentially take this field, then format it ...read more
IddoGescheit on May 17, 2022
Hi, I have a lead gen followup that start with a workflow that includes two emails and continues with a sales sequence of 5 emails. I'd like to have a simple report that shows (in real time) the funnel: how many leads were sent WF email #1, read more
0 upvote
1 Reply
Community Manager
May 18, 2022 02:13
Hi @IddoGescheit Thank you for reaching out. I want to tag some of our experts here - @Chriso-mwx @Jnix284 @Josh do you have any...read more
Alex_L on May 16, 2022
Hello, I am following this post on to export tasks. However, the export option is not available in the "Action" dropdown on my reports page. The report is owned by me so unsure why this option is not available. I am a Super Admin with the appr read more
0 upvote
1 Reply
Hall of Famer | Partner
May 16, 2022 21:25
Hi @Alex_L , Can you try opening the report in the report editor (click on it > Customize or Actions > Customize ). In the to right...read more
tryckman on May 13, 2022
Hi all, we are still getting our HubSpot instance dialed in and could use some advice/help. We recently added contacts to all of our deals. We then added association labels to those contacts. Unfortunately, we have been unable to create lists based read more
0 upvote
1 Reply
Top Contributor | Platinum Partner
May 13, 2022 10:13
Hey @tryckman , hope you're doing well. So if I understand you correctly, this should be done effortlessly: The confusing thing ...read more
MTrimble on May 12, 2022
We use Deals to track Business Development activity. Some deals are new pursuits and have $0 in the Amount field. These deals are recogized in "count of deals" but do not show when clicking into the detail of a dashboard. If I put in $1 they would read more
0 upvote
1 Reply
Hall of Famer | Partner
May 12, 2022 05:15
Hi @MTrimble , There is already a broader request for the ability to display empty values in reports here . I'd recommend upvoting and commen...read more
KJervis on May 12, 2022
I have updated the app, logged out and back in again and still can't see the reports. Can you please advise how I can resolve this. Also, can't edit notes on the ipad either.. is this issue being addressed?
0 upvote
1 Reply
Hall of Famer | Partner
May 12, 2022 01:04
Hi @KJervis , I can't currently check on an iPad, on an iPhone reports are located under More > Reports. As far as I know, notes cann...read more
adriansprake on May 11, 2022
It would be great if we could look to export a list of opens and or clicks by campaign instead of individual email. I have a campaign with over 20 emails in it and to get a list of opens I will need to export each individually so the ability to do read more
0 upvote
1 Reply
Hall of Famer | Partner
May 12, 2022 00:27
Hi @adriansprake , When you navigate to Menu > Marketing > Emails , you can select a campaign and then download the typical email m...read more
Solved
Augustus on May 10, 2022
In a Dashboard, it appears that there are only 5 options to filter all of the custom reports embedded into the Dashboard - Date Range, Owners, Teams, Deal Pipeline, Ticket Pipeline. This is very limiting. Is there a way to add other filters bas read more
0 upvote
3 Replies
Accepted Solution
Community Manager
May 11, 2022 11:18
Hi @Augustus , Thank you for reaching out! It's currently not possible to use additional property filters on the reporting dashboard. T...read more
OlgaEpp on May 10, 2022
We want to create a separate dashboard for each of certain domains. For this, we need to merge certain domains (are old domains that link to the new URLs and some of them still have clicks) and exclude others completely (backend pages and test pages read more
1 upvote
4 Replies
Member
May 10, 2022 23:01
Thank you, I will try that 😊
Solved
jknope on May 09, 2022
Each day we add new contacts to our CRM. Our users view new contacts on a dashboard and we're looking to increase accountability and visibility. I've been asked to recap: 1- Number of new contacts added (last week) by market 2- of those in 1, read more
0 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
May 11, 2022 05:00
Hi @jknope . When you say "by market," is this a property you're using in HubSpot? Like by state or industry market? If you're gathering that inform...read more
Solved
DannyL on May 09, 2022
Hi, I run a report with my accounts and I sort by last activity to know who to reach out to first. However currently, any future meetings (that show up when I click on the individual account) don't register as last activity. Is there a way to make m read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Partner
May 09, 2022 12:00
Hi @DannyL , Could you update your report to include "next activity date" = "unknown"? This would remove any contacts who have an activity ...read more
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