When creating custom reports it would be great to have the ability to create custom groups within the report to aggregate/group property level data. For example, to be able to create an industry report where you're able to group the 150+ industries into say 10 key industries. Right now a report showing 150+ industries isn't very helpful. I realize you can create a new property and use a workflow to assign that property but there are hundreds of variations to reporting based on aggregated data. Another simple use case would be to show deal count within various $$$ values, if you want to see how many deals represent $0 - $10k; $11k - $50k; $51k - $100k; $100k+. With the ability to easily customize the groupings as needed.
Being a Salesforce admin, and a new admin to HubSpot, I am surprised to not see the ability to group properties in table reports. This is a very common requirement. To have to export a report to get the desired results seems like a step backwards. Is this anything on the table for future releases? My work around is quite cumbersome and something I have to do everytime someone requests the report. No bueno.
Totally agree .. we want to use a group of 'Deal Countries' across many reports (EMEA, APAC etc..) + a group of Industries etc.. Without creating a 'pseudo' custom property and then mapping each country to that custom property, there doesn't seem to be a practical solution. All very cumbersome and a pain in the £$% when it comes to creating multiple and diverse reports ....
does somebody know if there is already a solution for the named problem? I would also need such grouping functions just for reporting without maintaining these properties.
