HubSpot Ideas

Sandra1906

Clickable Links in Custom Reports

To be able to analyze reports and its results in more detail, it would be very helpful to be able to click on the respective contents in the table.

E.g. I would like to show all marketing emails delivered within this month. The people who consume the report would then like to view these marketing emails directly. A direct link would be necessary for this.

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13 Replies
mortenstaal
Participant | Platinum Partner

This issue needs to be adressed as soon as possible. It often defeats the purpose of the report building, advantaging the Single Object Report Builder over the Custom Report Builder.

CatBHubspot
Participant

Please implement this soon ! It is really necessary for our table reports.
We are looking to link to Name to Contact Record.
Then also Uploaded files on certain forms.
Thank you.

chuckp
Participant

I'm very surprised this doesn't exist. Definitely defeats the purpose of a custom report. Need this ASAP.

LDart
Member

Totally Agree.  Enabled hyperlinks, allowing to drill into reports is very helpful.

PTocino
Member

Hi, yes for sure it could definetly help. A link towards the "transaction main page" directly by clicking on the "transaction title" should be available for all cross tabulations. Please develop this main function ASAP. It is something that is available in Salesforce since ages.

Cheers

CPrior89
Member

Definitely needed. I have this problem for custom reports showing Deals, the deal name should link to the deal record like it does for single object reports, but currently it's just an unlinked text field. You can use Record ID instead but that includes a record number which is just messy and confusing for users. Makes custom reports far less useful.

DRosier
Participant

With everything in Hubspot tied to a contact record or deal, why not be able to link to the record that is tied to a report. It would close the loop on so many questions from those that read reports. 

 

PTocino
Member

Also, in these cross Tabulations, why not let the user adjust the width of the tables like in any other report ?

LDart
Member

I discovered that if you use the Record ID's in reports or dashboards, then you have clickable links for related companies, contacts, or deals.  You can change the name on the field from Record ID to something more appropriate for you own use as well.  I changed field Record ID for Deal to Deal Name ID and Record ID from Customer to Customer Name ID.

 

 

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PTocino
Member

Hi, 

Thank you for the feedback. Can you try your trick on a cross tabulations report format ? I tried following your guidelines. Unless I am mistaken, this doesn't work for this type of format. 

Looking forward to reading from you,

PTocino
Member

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RFees
Participant

Using Deal IDs gives you a clickable link. It includes the name and ID combined, somehow. It's an okay workaround, but I don't know why the same user experience couldn't be made from the single object to multiple object reports.

LDart
Member

@PTocino   I does not appear to be something that works with everything.