HubSpot Ideas

C-Note

OR Filters for Reports

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.

130 Comentários
MarieBaar
Membro

+1 - only AND is really limited. 

Edsby
Membro

Adding our voice to this thread. Important capability. Surprising the report filter editor isn't the same relatively advanced one as in views, where we do get access to "or".

TReiter
Membro

How is it possible to have a reporting tool without basic AND / OR logic options? If this was a free tool, perhaps it would be understandable... but as a premium paid tool, this is kind of absurd. 

TWallen
Colaborador(a)

The HubSpot Product Team update is no longer available from 2020. However it says In Planning, has there been any updates?

 

The Custom Object Report has the OR functionality in setting up filters but the Single Object Report is still missing the OR functionality. 

 

Single Object Reports give you more properties to reference (e.g. Date Entered Pipeline, etc) that are not available in Custom Object Reports. 

 

Overall, HubSpot reporting feels clunky with the discrepancies between report types. 

RMilius
Membro

Echoing the sentiment 6 year later

MDavison3
Participante

Adding my vote for supporting "OR" logic in HS reports.  In my case, I want to track the number of deals that enter any of 3 pipeline stages in a given time period.  I have a few "AND" filters to choose the pipeline and the deal type and then I need a group of "OR" filters to collect deals from each of the pipeline stages, i.e.

 

  • Date deal entered stage 1 is last month
    OR
  • Date deal entered stage 2 is last month
    OR
  • Date deal entered stage 3 is last month
Suzanne33
Participante

Yes, please! I just ran into this issue the other day and was surprised I couldn't. Thanks for submitting! 😁

mcolabrese
Membro

Absurdly basic capability to still not be available and have no update from the product team for nearly four years.

 

I've been stunned by the reporting limitations in this product. 

atrosper
Membro

Jumping in to add a +1 to this, but also add a workaround that I discovered that worked for my particular scenario.

 

I was able to achieve the "OR" functionality that I hoped for by creating a report using "Custom Report Builder" instead:

atrosper_0-1708363960790.png

 

Once I chose that option, I just chose a single Primary Data Source (in my case, "Deals").  Then, under the Filters there, you can select the "ANY" option, and start making Filter Groups.

atrosper_1-1708364214443.png

 

This ended up achieving exactly what I was hoping for and had way more flexibility on top of that too. Just wanted to share in case this helps anyone else who was stuck like me!

 

@hubspot - Please consider adding this filter functionality to the Single Object reports as well.

JoshGadow
Membro

Is this still really not a feature? Almost 4 years since it was "In Planning" but has dropped off? Such a basic reporting function seems logical.