HubSpot Ideas

BennyP

Create lists from custom reports

It would be great if we could create lists (static or active) from custom reports rather than having to replicate the filters used in a new list. 

 

I often use custom reports as I can play around with what properties I display the numbers by (e.g. accounts by territory) and how they're broken down. Only this way do I understand whether there is a need for a list. 

 

7 Replies
Salicia
Participant

I couldn't agree more with this idea and should be a priority. How can we have a CRM where we can't have all the possibilities to create lists? It should be a HS feature number 1. I have an incredible report with contacts that I have to create a list, and even though I try to replicate all the filters, the list isn't bringing me all of them

SFA
Member

Bumping this! Reports allow me to generate lists from multiple properties, which I can't do with lists! It's very redundant to have to go in and manually create a list. 

bCubbit
Participant

+1 . This is a great idea, especially since the same drilldown properties are not available in lists/workflows as are available in reports. This way reports could feed a list that feeds a workflow that gets stuff done. That or make all the same properties/data available across all of the tools (workflows, lists, reports, etc.).

FloBroderick
Member

I would *REALLY* like this.

CKinner7
Member

I could really use this right now

SiPhone
Member

Why isn't some of this stuff out the box in 2024 going into 2025? This feels like sure an oversight!

KSmith29
Member

Bump! Could also use this right now