Add the ability to filter by "Me" to custom reports

When creating a custom report, it is not currently possible to add a "Me" filter to any activities, deals, or contacts owned by a HubSpot user. This is currently only a filter available for default reports (see my attached screenshots).

 

It would be helpful to have this feature as it would allow users to only create one report or dashboard, and have the information on those reporting tools be relevant for the users who view it, which is a more streamlined process. Otherwise, it is necessary to duplicate these reports on a per-user basis, which is time-consuming and takes up the allotted amount of reports we can create.

 

Deal owner is me.pngActivity assigned to me.png

HubSpot updates
1 Reply
JakeLewis
Occasional Contributor

Perfect, thanks Rada!