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M_Kelly on Junho 16, 2025
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 Leia mais
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0 Respostas
Solucionado
emacd33 on Junho 15, 2025
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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 15, 2025 23:59
Hi @emacd33 , In the custom report builder, when you choose the data source "Sales email", you should see this: https://knowledge.hubspot.com...Leia mais
Solucionado
Chloepilonv on Junho 13, 2025
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 Leia mais
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1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 13, 2025 12:33
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...Leia mais
Solucionado
EChapman on Junho 13, 2025
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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 13, 2025 04:23
Hi @EChapman , Is this a generative AI answer? If so, this looks like AI hallucinating. Here's a quick way to achieve what you're trying...Leia mais
Solucionado
Huntscape-Ops on Junho 12, 2025
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 Leia mais
0 avaliações positivas
6 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 12, 2025 14:25
@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...Leia mais
Solucionado
CCaldwell2 on Junho 12, 2025
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 Leia mais
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1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 12, 2025 10:13
Hi @CCaldwell2 , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...Leia mais
Solucionado
CCaldwell2 on Junho 12, 2025
Please allow us to choose a default folder view of our Workflows. It's overwhelming for it to always open up to the full list every time.
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2 Respostas
Solução Aceita
Gerente da Comunidade
Junho 12, 2025 14:12
Hey @CCaldwell2 👋 This a great fir for our Ideas Forum 💡 — Jaycee
Solucionado
NKolev on Junho 11, 2025
Hey, I'm trying to create a report that shows the total number of SDRs across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a chall Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Autoridade no assunto | Parceiro Elite
Junho 11, 2025 08:58
Hi @NKolev This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some acti...Leia mais
Solucionado
Jaylin on Junho 11, 2025
Hi HubSpot team, we want to embed some report from some other paltform. it seems this outside reports couldn't be shown in the mobile. do we have some way to shown the outside report in mobile dashboard?
0 avaliações positivas
7 Respostas
Solução Aceita
Membro
Junho 13, 2025 08:59
Totally feel you! Mobile limitations can be a pain. Quick q: are you embedding with iframe or using a custom module? If it’s an iframe, HubSpot dashb...Leia mais
Solucionado
JHuval on Junho 06, 2025
I want to create a report that shows the value amount of closed won deals compared to the entire pipeline's value. For example, closed won deals equals $50,000 and the total pipeline's value is $250,000. The win % value would be 20%. Is there a way Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Top colaborador(a)
Junho 08, 2025 11:46
hi @JHuval From what I know, HubSpot gives you two workable roads: • Sales Analytics tool (Sales Hub Pro / Enterprise). Go to Reports → Sal...Leia mais
Solucionado
SMiles8 on Junho 06, 2025
Hi, I'm going to the 'contacts' page on Hubspot, and entering a client name. When I'm ticking the box by 'name', and then 'selecting all records', the option to 'export' disappears. Basically, as soon as I tick the box by any of the nam Leia mais
0 avaliações positivas
4 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Junho 10, 2025 09:29
Hi @SMiles8 , Yes, just click export before checking the boxes on the left side. That will allow you to export all of the contacts. Josh
Solucionado
KNaidoo1 on Junho 06, 2025
I am trying to report for the month of May. And there is a total number of tickets of 216 but when I export to have a look at the group names there are less tickets. but the exported Excel file only includes 40 tickets grouped by club n Leia mais
1 avaliações positivas
1 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Ouro
Junho 06, 2025 10:31
Hello @KNaidoo1 , I understand you're seeing a difference between the total ticket count (216) and what appears in your exported file (40 tickets)...Leia mais
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