Dashboard cannot use date filter when using cross-reporting across contacts and companies

charingkam

Hi,

 

I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. 

 

However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect that particular report.

 

So, for now, I need to manually change the date range each time. How can we get the cross-object report to change data automatically on the dashboards?

HubSpot updates
31 Replies
dmartone
New Contributor

I've been trying to create reports that filter targets prospects and sales activity, without the ability to easily filter it, this leaves me having to create dashboards for each team which is a pretty critical flaw for target initiatives.

sencrop
New Contributor

Same issue, it's a big pain for us that the personal data crossing object report can not be filter well.

For example we wanted to send by automatic email our sales dashboard with all the reports filter by the general date range on the top. It's not possible because on this dashboard there is normal report but also personal crossing objects reports. So for example if I put date range this month for all reports on the top, it will not work for the cross data report and show wrong data...

I really hope hubspot will change that soon...

hannahflat
Regular Contributor

Jumping on here as well because this is vital. It is ridiculous to have to edit the date ranges manually on cross object reports. Am I going to come on daily and change the date rate for 20+ reports?

geekbleek
Regular Contributor

Upvoting here - this is a bug, not a feature request.  Having a filter on a dashboard for date ranges that only applies to some types of reports is a bug.  If you don't want to support cross object reports on the same dashboard as single object reports, you need to indicate that in the UI/not allow it as its a limitation of the product.  Allowing it on the report and not having it behave correctly is a bug.  I subscribe to the reporting add-on specifically to use the advanced reporting capabilities, and if they don't work, its not a needed product.

 

Please fix ASAP!

MattD
Occasional Contributor

Absolutely vital to companies that want to report margin (everybody I suspect).

scorplev
New Contributor

This is definitely a bug, upvoting this, Hoping to see at least an official reply from the Hubspot product manager/dev team addressing our concerns.

HubSpotMaster
Advisor | Platinum Partner

Any updates here? Great reporting updates from Inbound but this one seems like a no brainer

BigDaddyBear
Occasional Contributor

Not being able to filter cross-object reports is causing us real problems. We're having to condsider, and review, multiple reports where one - and functional filtering - would suffice. It's a pain, and costing us time and reports! 

asmitj
Occasional Contributor

Upvoted.

This is such a basic functionality that shouldn't be taking this long to be implemented...

esarmiento
New Contributor

This would be useful. I do this too (cross object for contacts and companies) to understand how many we are reaching with our outreach every month. But I have to manually change the filter dates in each report if I want to look at a different month. I would like to simply change the dashboard filter dates and all the reports will reflect those numbers.

dcestrada
Visitor

This is a big gap in functionality.  Hubspot team - please address!