OR Filters for Reports

C-Note

I really need the ability to create reports using OR filters instead of just AND filters.  For example, we use fields like AC1 and AC2 when a contact has multiple accounts.  When I create a report, I want to be able to see if there are customers with values in either of those fields, not just one or both.

81 Replies
MissTipsi
Top Contributor

Every time someone replies, I hope it is a Hubspot product person...one day...

Jusbut99
Member

Just hit this myself and I was gobsmacked!

 

workaround at the moment is to use a workflow to calculate a combined field but it's a bit mickey mouse to say the least!

cmheekin
Member

+1

allieccollins
Participant

I guess the world literally has to end before we can get this very basic feature. 

Kasia_Roth
Member

We have recently switched from SalesForce to Hubspot and I can't believe this basic functionality is not available in Hubspot!

Kriszti
Participant

Agree with all the comments before, this is a must have functionality!

Best would be to also have basic filter logic incorporated

meganatorlo
Member

+1

Status updated to: In Planning
bkeller
HubSpot Product Team
 
ashuttleworth
Member

Wow. Looks like this may finally be in the works. Yay!

Screenshot 2020-04-17 at 9.14.13 AM.png

bbither
Participant

Considering giving hubspot a much bigger role in our internal operations - and ran across this limitation. I hope we see it soon!

sz9t52
Member

This is basic reporting fuctionality and I cannot understand how it does not exist.  Need it ASAP - I had to purchase an outside reporting subcription to be able to run my business.

vmeasom
Member

I really hope this will be available soon, we've just moved over to HubSpot and I was excited to be able to create some quick custom reports, not having the OR option in the filters was a shock!

MickInghamGB3
Member

Have started using Hubspot this week, quite bonkers tat "OR" isnt / hasnt been an option

 

We export the view to get around this to communicate gaps but not ideal

 

Please deploy ASAP, it surely cant be that a complex option to add 🙂

superadmin-mak
Member

Please develop this asap. Or-Filter is a must-have feature for reporting.

 

Thanks ❤️

MarkT
Participant

I beg and plead with Hubspot to develop this. Looks like it is in planning!

 

Whoever Product Managed the initial reports feature without including this should be considering other careers.

 

Let's get it done!!!!!

JPowell1
Participant

This limitation causes issues on a regular basis when reporting.

dwoodhill
Member

Also running into this problem. It exists in workflows so should be easy enough to include in reports. 

 

Please add as soon as possible. Thank you! 

BjornAndersson
Member

Hi, would love to have the "or" functions for ticket filters in Service Hub.

 

We would like to filter the ticket view on all new unassigned tickets and the tickets assigned to the logged in user. This would be their daily working view of the tickets to limit the amount of information to be sort trough.

 

Best Regards

Björn Andersson 

TobiasWagner
Member

What's the status quo of the implemenation?
As I'm always reporting the created deals in a month combined with the closed deals of this month I have to fake the Close date of every new deal which brings a lot of confusion to everyone. Please fix this!

DPG
Participant

This is definately a must have feature for filtering contacts/accounts and reporting.