HubSpot Ideas

dave-ops

Reporting - Custom dynamic date ranges

In our old CRM, we were able to define custom dynamic date ranges that the system would understand. Examples include the ability to type in the words: TODAY, 9 QUARTERS AGO, NEXT 180 DAYS, LAST 2 QUARTERS, etc. It would be great to have this same flexibility in HubSpot reporting functionality.  We see some defaults like last week, this month, and even "is before" (with a date picker), but doesn't appear to have the flexibility to type in our own custom range as described above. (including "is before TODAY" to dynamically pick up all records in the past).  Even with some expanded customization with dashboard filters (i.e. ability to select a custom range), we still need to do the math and manually select the range we want, rather than defining 9 QUARTERS AGO and having that report show results for 9 quarters ago any time we acces the report.

6 Replies
tamib
Participant

I strongly support the need for this and am surprised that the filters are so limited currently. We have a 72 hour SLA for tickets, so the current parameters do not support our current needs (without manually going in and picking a new date every day). I'd love to see more dynamic filters and love the idea of making them even more flexible as mentioned above. 

ADaSilva5
Member

Strongly support this idea ! Dynamic filters should be available for every type of report

SSchroer
Member

Strongly support this idea ! Dynamic filters should be available for every type of report!

AChrisanow
HubSpot Employee

HubSpor Support here:

 

This would be a great function to have more flexibility and less manuell work. 

CAllegraud
Member

Strongly support this idea ! Dynamic filters should be available for every type of report

SV8
Member

I am using the funnel reports and it's not possible to filter by a date range of "last 180 days" for the lifecycle stage. This seems like an oversight as it's possible to select "last 180 days" in other filters of contact properties that have a date type. 

 

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