HubSpot Ideas

apetrini

Add an 'OR' option to Filters in Views Reports

When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build reports/views off of multiple factors, for example: this date field OR this date field OR this date field is equal to this month. 

 

Right now, it's only AND functionality on the views and report building tools. 

HubSpot Updates
September 28, 2022 08:58 AM

Hello again, everyone. Hope you're all having a great week!

 

Just a quick update that we are still looking for participants for the above research. If you're interested, please sign-up using this Google Form. If you qualify, I'll be emailing you to schedule a time to talk next week.

 

If you've already submitted this form:

Please check your email for a message with the subject "Schedule a HubSpot Research Session" and pick a time! We're looking forward to sharing this prototype with you and gathering your feedback.

 

If you submitted the form and haven't received an email to schedule a research session:

First, make sure that your HubSpot email preferences are set to allow one-on-one emails. If you're unsubscribed from these emails, then we can't email you to set up a session.

 

If your email subscription settings do allow these emails, then you may not have qualified for this research. There are specific legal restrictions on how we can recruit for research, and sometimes that means we can't speak with you for a specific study. But thank you for volunteering, and keep an ear out. We're always testing new functionality and welcome your feedback in the future!

 

Thanks all. Looking forward to hearing from you!

September 21, 2022 07:31 AM

Hi everyone! My name is Kyle and I'm a Product Designer at HubSpot. Nice to meet you!

 

Some good news: we're aiming to add some new functionality that will allow use of OR logic within groups of filters. This new functionality should allow you all to get the results you need in Lists, Views, and more.

Would any of you be interested in participating in a paid research study? In order to ensure that this functionality is effective and easy-to-use, we need to test it with you, our users. That will help us understand how well it works and meets your expectations.

 

Session details:

  • Participants will be paid upon completion of the session
  • Session will require no more than one hour of your time
  • Session will consist of a Zoom call where you'll complete tasks using a prototype of this new functionality
  • You'll be asked to provide honest feedback as you go

 

Interested? Please sign up using this Google Form. If you qualify, we'll reach out to set up a time to talk.

 

Thanks so much! Looking forward to talking to you.

38 Replies
JasonD
Member

I want second this request.

 

joeolsenmm
Participant

This is a huge problem. It's the quintessential example of a "feature" that is really a "bug". Anyway, adding my +1 to this black hole that is the "Hubspot Ideas" forum 🙂 Back to Workflows to try and create another hack. 😕

Anonymous
Not applicable

Actually, This "OR" option is much needed in contacts, deals and companies. Tons of our reports depends on this " OR" action only.

JimmyPez
Member

Yea, the lack of this feature is hindering our ability to create custom dashboards that work for us.

Saper
Contributor

Another "simple yet essential" feature HubSpot is missing.

JonathanElkin
Contributor

Agree with Saper, very surprised that an OR filter is unavailable as a standard reporting option.
Please add Hubspot at your earliest convenience. 

pdansey
Member

Resolution!

 

I've just found out if you create a custom report and say it is cross object (even if you only want one object i.e. contacts) then the filters have both AND and OR capabilities!

 

It doesn't solve people's view filter issues but is helping me with my reports!

 

Paul D

SHoffman
Member

Indeed, this is a serious flaw. 

JFinnegan
Participant

It would make like so much easier if Or was also an option when creating reports. This really should be out of the box fucntionality

 

mikado
Member

This is incredibly important. It's crazy that you can't do this already.

parsylAL
Participant

Following. +1 on need for "Or" filter in reports. We just upgraded so I'm just now playing with this and might be missing something obvious? Wild that this wouldn't be default..? 

DCummings
Member

Yep!  I'll add my +1 to this also.  HUGE reporting hinderance.  I need to create multiple reports with a single value where if I had the "Or" function and the ability to nest "And" + "Or" conditions I could create a single, very intuitive report.

pietromantovani
Participant

Same here, we need it bad 🙂

mikado
Member

How is this still a thing? AND/OR functions are basic necessities for custom reporting.

SRamanan
Member

please, please, please ADD OR LOGIC

klarx
Member

This feature exists in some custom reports of the sales-analytics tool. For example when editing the won/lost report, it is possible to have a conversion probability of 0 OR 1 in this particular report. It uses the list filter feature "one of". So under the hood it seems to work, hubspot is just not exposing this in the standard custom reports. Sounds very strange to me and I would strongly request to deliver this to the public asap. Screenshot 2021-05-18 at 16.15.58.png

matsem
Member

Much needed here too !

How can "and" be the only option, it does not make sense ?!

boostly
Participant

We are in need of this as well. We would especially like to be to be able have the same filtering options as the Custom Reports Builder (e.g. the date filtering options) WITHIN VIEWS. That way we can create tasks & enroll in sequences based on the filters from within the view.

JimB_Huble
Contributor | Elite Partner

OR filters are also needed for Custom Analytics views. 

 

We have a client whose website has a technical support section for existing customers and also a knowledge base section. They want to create a custom analytics view that excludes users who viewed either of these sections of their website, so they can get a better idea of traffic levels from new visitors, not existing customers. 

 

But we only have AND functionality available. So we can't exclude sessions that only visited one of these sections of the website. It only lets us exclude users who viewed both. 

 

Either expanding the options available or enabling us to set rules via REGEX, would massively improve our ability to filter and segment traffic analytics data. 

 

Since GDPR, the discrepancies between HubSpot and Google Analytics traffic data have grown. We see far less data in GA now because it is switched off as soon as users decline cookies. We want to use HubSpot as our main source of truth, but it is missing features like the OR function and generally has only limited types of filters we're able to set up.

RiccardoPisani
Top Contributor

Hi there - OR conditions are available in filters if you use the new custom report builder. 

 

1) Go on filters

2) Add filters

3) Click on `include data if it matches`

4) Select custom filter rules and play with AND/OR logic