How can we ensure that whoever is viewing a report can only see information for teams they have default access to? When logging in as a user under "Team A," we can still see details for reps that belong to "Team B." The user has Team-only permission read more

Hello! I want to build use the formula builder tool in some reports I am building - but the formula fields in the report is not showing up for me. I'ev followed the steps in the KB article too just to be sure but no luck. It's still in beta read more

Hi, is there any easy way to check the quality of data without the Operations Hub? I just inherited a new HubSpot instance with about 7K contacts in the CRM and I'd like to do a quick check to see how much of it is quality data. Appreciate any read more

We have been using the activity reports for individuals to track companies they have been in contact with. In the last week or so there has been a change to the activity report and it no longer shows the company on the report. The report used to st read more

Hi everyone, I’m working on optimizing our sales reporting process at InSaraf Furniture and would like to create customized dashboards for different teams within our organization. Specifically, I want each team to have a tailored view of metrics an read more

Hi all, The new conversion reports are cool and everything, but I noticed that when I try to use date fields as filters I can no longer use (this year so far, this month, this quarter...etc) you either have to put a static date and maintain it b read more

Hello again HubSpot Community! I'm trying to make a calculated property for a report that tracks how long, on average it takes certain contacts go from Qualified ("date entered opporrunity" - contact) to be Closed Deal Lost ("date entered closed read more

I'm not sure how best to describe what is happening here, so I've instead recorded it. This is the behavior on multiple machines, with users of varying permissions. In the customization view, one can click on any of the links just fine read more

Hi Everyone, I'm in dire need of suggestion on sales team daily poductivity based on logged activity. Currently we only track and report things based on number of activity logged by the sales team, and this pose a problem for us. We can't exact read more

We're trying to answer the question of how many SQL's, and Opps come from originally from marketing. Now whenever I run an MQL report at a contact level this could show an MQL that has indeed come from an offline source but when I look at the associ read more

Is there a way to add a teams meeting to talk time reports? Our company has reps calling out of hubspot but using teams for video calls and I'd like to integrate those calls into their talk time reports. Is there a way to have those meetings log in read more

Hi all, I've built a number of dashboards, each of which will only be visible to specific teams. I was testing out some of the accessibilites by logging in as another user and noticed an issue. One of the users I logged in as, when accessing read more