HubSpot Ideas

Isaac_Brandon

Saving 'Group Data' views for reports

We have a case where we want to report primarilary on deal and add filters based on the line items. Because we added in the line item object, when we click into the results it duplicates the deals based on the line items in the results. HubSpot does have the group data feature when looking at the result list but it would be great to be able to lock/save this group data view per report so that when the report is saved on a dashboard, other team members can click into the results to see the list of deals in the saved view, not the full list with duplicates because of the line items. 

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CDunham-Wilkie
Contributor

YES! didn't realize this wasn't possible but is very limiting