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?
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Hi everyone! My name is Hallie, and I'm a Program Manager on our CXM Team. This has been delivered, and you can read more about using date filters in reporting in our KB here. 🙂
I'm so surprised this has been an issue for so many years, with so many up votes, and the problem hasn't been resolved. It's a huge hole in the reporting system. Please fix it.
I'm so surprised this has been an issue for so many years, with so many up votes, and the problem hasn't been resolved. It's a huge hole in the reporting system. Please fix it.
Yes, this is a huge issue for us too - we've built over 80 custom reports to meet specific teams requirements and the lack of capability to edit the date filters across the whole dashboard is a massive frustration, for me as a HubSpot Manager and for the teams trying to use them for their reporting. I can't expect them to go in and edit the dates on each report individually, so it would require duplication of reports just to amend the date filter. Hoping that this gets on the dev roadmap soon!
Yes! I want dashboards that each of our sales team can see just their own information when filtered. Almost half of the reports won't allow it! It's frustrating.
Any updates? I'm trying to provide dashboards for reps across regions and territory. It seems like at this point the only solution is to create unique dashboards with unique reports filtered according to those two areas for each individual. Not looking forward to when I need to make tweaks across reports and have to update dozens of reports one at a time!
My name is Shanker Sahai, I am the Product Manager for the Report Management Team here at HubSpot. I wanted to let you know that we heard you and making Dashboard filters work is our highest priority.
We will be testing a solution to Dashboard Filters in late September/early October with a small group of customers to get initial feedback, based on the feedback we will be doing a full launch by Q4.
Shankar I appreciate the update and I had seen a posting in the last few weeks indicating the same. I would ask that considering I have made this known what an issue/blocker it is for myself and my company can we be included in the group of testers to really understand if it solves our need before it goes GA?
@SSahai2 - would also love to be part of the group testing the solution. I actually spoke at a HubSpot quarterly all hands meeting earlier this year and raised this exact challange as one of the most important for HubSpot to solve for our Company (Ginkgo Bioworks).
@SSahai2 this is great news! We're currently at an impasse with a companywide project because we don't have this functionality, would it be possible to be included in the round of testing please? Thanks!
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