HubSpot Ideas

CSteinkrauss

Add date range filter to custom reports

It would be helpful to be able to filter data in a custom report based on a specific timeframe, like a weekly or monthly view. For example, if I wanted to send sales reps a custom report/dashboard each week showing them the accounts they own that had marketing activity within the last week. A marketing activity report based on the account owner and within a specific timeframe. 

 

The Campaign Analytics tool has a date filter but there's no way to pull in contacts based on ownership in the tool, it's based on campaign lists.

1 Reply
smit3980
Member

This really needs to be added. Any traction from HubSpot on this?