HubSpot Ideas

richard88

In reporting, filter by Unique IDs, Unique Contact or activity

Hello! It would benefit customers to have an ability in reporting and/or in lists to be able to filter by unique interactions. 

 

Examples/Use Cases:

  • I have multiple contacts from the same company that both went to SQL stage, but do not want to inflate the numbers, I would like to unquiely idenitfy only 1 contact from that company in reporting
  • I have multiple contacts linked to a deal (perhaps flexible associations helps this) but I only want to include in a report the contacts in Lifecycle "Opportunity" that have unique deal IDs
  • I have multiple Sales emails replied to by the same contact, but I want to measure the success of my team to get engagement from unique contacts, not 2 emails from the same individual
0 Upvotes
1 Reply
DMeyerWI
Participant

I am looking for the same reporting functionality. If there is an activity made to a contact that also gets recorded on the company, I only want to see the 1 activity event on the activity report. Is this possible?