We would like the ability to create reports based on the counts of associations, and not the count of distinct ids with the specific label. This will help us ensure data quality in the system and allows us to visually confirm in the reporting tool that our external sync is working as expected.
We have scenarios where there are 3 Contacts with the association label "Admin" to the same 3 Companies. In total there are 9 associations. Thing is, the report will either display the count of contacts or count of companies, and so, if a single contact is associated with 3 companies with such label, the count is 3, despite there being other contacts with the same association label. Currently the report build doesn't have a way to sum up Contacts AND Companies with the total 9 associations with such label.
Hi Laura, we're syncing data from our ERP to Hubspot. The ERP is the source of truth for associations between Contacts and Companies. In the ERP I have a relationship table like this one:
This is then uploaded to Hubspot. A quick sanity check in the source table "select association_type, count(*) from data_source group by 1" would give me 3x admin, 2x owner. Id like to be able to make such easy sanity checks in Hubspot too to validate upload quality.
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