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.
We recently migrated from Salesforce, and the need for this is critical for us. We want to create a report to look at the pipeline as of specific dates, and in order to do that, we have to add logic that says "Close Date > specific date OR Close Date is unknown". We shouldn't have to export to excel to look at a report that simple.
This feature is now available at "Custom Report Builder"!
Simply choose "Include data if it matches" --> "Custom filter rules". You can now set filter options like on Salesforce! "Click this text box to write your own filter rules. You can use boolean expressions like "1 and (2 or 3)""
LOL I love the tricks I had just seen the response after I posted this so I am going to definitely use those tricks. Would still ove Hubs to get this in the non custom reports but will do this for now!
Is it true that Hubspot's contact view filter capability only has AND logic and not AND/OR logic? I just tried (again) to create a view of contacts whose emails have hard bounced OR have opted out OR have .... and was not able to get what I needed.
I would assume that Hubspot contact view filter logic can produce something like (A OR B) AND C as is possible with Salesforce. Is my assumption incorrect? My predicament appears to be similar to the one (copied directly below) documented by jschrader8755:
Agree this is an extremely needed feature. I also need the ability to use OR conditions when filtering lists of contacts and companies to create saved filters. My use case is creating a saved filter where a sales rep is assigned to Primary Coverage OR Secondary Coverage for a company. There is currently no way to do this now.
Wow, 5 pages of requests, over 2 and a half years, and we still can't have an OR on reports? I thought listening to the needs of your customers was important.
Replying to add to the request of need for filter logic functions in Hubspot. Even just the Basic AND/OR it limits accountable reporting drastically. I would love to be able to group the filter logic also but I can't believe its been 3+ years since this request for simply the AND/OR function is not an option still.
