Filter Dashboards by ANY field

Mmccarthy

I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.

59 Replies
bronte
Member

I would love to be able to build a standardised client report dashboard and then be able to filter it by company or deal - instead you have to manually edit every report on the dashboard 

Robertsantos
Participant

when will it be implemented? I saw that there was an answer from someone from hubspot on this topic

LIbanez
Member

Seems like a such a simple filter solution, but it's been almost 3 years with no implementation. We need this asap.

Delali
Member

I'd love this feature also!

KRousou
Member

Any news on this one? We'd also love this 

CRaich
Member

Please, I need to be able to filter all my reports by different properties (at least the User Ones).

 

Example:
Filter one same report by Sales User (company owner) and CS Account Manager (custom user property).

 

Thanks, that would help a lot!

tszabi
Member

+1

We also need to filter dashboards based on Lists or Campaigns. It would help us a lot to be able to easily oversee lists in the same way.

 

Thank you in advance

JUttley
Member

100% we need to filter dashboards by customer properties too (such as deals in specific Industry)

CAnderson87
Contributor

Yes, please!  I need to be able to filter and/or group by Manager or by GTM Segment, etc.   When looking at activities by owner, I don't want to sort through 300 users and pick the team members I need I want to filter out anyone not reporting to XYZ manager, etc. (For a specific use case example) 

WMadden
Participant

Yes, like all the others responding, need this now. I need to filter an entire dashboard by a different date (custom field). 

WMadden
Participant

My apology. I realize that I can set my reports to use a different date field by design and the date filter on the Dashboard will use that date instead of the create date. However, I still upvote this particular request to add more filtering options. I guess my brain was on hold during that moment before I went back and changed the date field. 

auto-mate
Top Contributor

Filter by country is the use case here - I have close to 100 countries and the reporting needs are e.g. quarterly - it would be so easy to have a basic marketing KPIs dashboard that I/we could just filter by country - this would be a massive time saving.

Dashboard filter by country please!

BMilaszkiewicz
Contributor

Agree with this - 

I have to spend a unnecassary amount of time on cloning dashboards,adjusting the filters per report, instead of being able to do this from 1 dashboard with the use of an overarching filter for all the reports in that dashboard. This means we have a ridiculus amount of reports, and with no way to have the reports structured in folders (yet another HubSpot limitation) we run the risk of creating the same report more than once as people generally ow cannot find what they're looking for. 

 

Also, the current way of working is more prone to making mistakes in adding the filters per report.

 

Any update on the status of this one?

Jerem1
Member

Any update on the status of this?

JAvitable
Participant

Definitely needed. We have 3 separate "owners" for each Company, and we need them to be able to filter on "Me" across the system.

ThaisCampbell
HubSpot Employee

+1

WilianFP
Contributor | Platinum Partner

Two suggestions:

- Include a Button "Add new field filter" and let us choose the filter

- Like in a BI (Power BI etc), the first section is this filter, with switch, sliders, dropdowns etc. [This will turn HubSpot filter bery Powerfull]

COldroyd
Member

+1 For me on this, i love @WilianFP  suggestion of filters like in Power BI, would be a game changer, We are also in the same where we can have multiple owner types it would be such a time saver to filter by rep/company/ on each dashboard without having to clone hundreds of reports. 

LDise
Member

We need to filter on derived fields created in a data set. If we have the ability to identify data based on derived fields (true/false, calculation), why would we not be able to limit the data based on that field? It's very limitng.