HubSpot Ideas

caroline_at_hv

Reporting based on History of a property

Looking to create a report using the create date of a property or date the property is changed, which can be found in the history of the property, as one of the metrics for the report. 

 

A report that will give me the number of deals that were changed to "Deal Stage #5" on that day or in a specific date range. Also, want to filter it based on another property similar to HubSpot Owner that shows the number of deals each person moved to "Deal Stage #5" in a specific date range.

Also could possibly base it off of the date a property is filled out rather than the date the deal stage is changed.

 

Have been working with HubSpot Support team but would love some help if anyone has ideas of how to do this based on the history of a property or has another possible workaround. 

HubSpot Updates
Being Reviewed
April 15, 2020 08:10 AM

Thank you all for sharing your feedback. We are currently reviewing this issue. We plan to make significant progress in 2020 and we will update this issue as we make progress. In the meantime, please don't hesitate to add additional use cases for reporting on property change history. 

83 Replies
bperkins
Member

We are in need of this as well. Different use case though - we would like to report on all Survey Feedback submitted by Contacts. Currently limited to "Last Survey Comments" and would like to report on the properties within the History. This seems like basic functionality that a modern day tool could accomplish fairly easily.

perspicacity
Participant | Partner

Similar need: to be able to filter Contacts by when a custom property was last changed.

MSwinson
Participant

We need to be able to build lists and workflows based off of property history.