Great minds think alike

When producing Marketing Email Reports, the maximum amount of days is 81. For Customer Journeys that are much longer and up to 12months, we need to see engagement throughout the cycle. 365 days would good. ...read more

J'ai construit un rapport où l'on peut visualiser le temps moyen passé par des transactions dans 3 phases distinctes qui ne se suivent pas directement (il  y a une phase que je ne prends pas en compte entre chacune de ces phases). Ce rapport est de type "objet unique" (transactions). Voici à quoi il ressemble :   J'aimerais obtenir le cumul du temps moyen passé dans ces 3 phases (colonne 1 + 2 + 3).   On m'a indiqué que cela n'était pas possible car : les données cumulatives ne sont disponibles que sur les rapports créés avec le générateur de rapport personnalisé le générateur de rapport personnalisé ne propose pas des données "temps passé dans x phase de transaction" Ces propriétés n'existent pas en dehors des rapports d'objets uniques.   Donc l'idée serait d'avoir un rapport type "objet unique" qui puisse cumuler des données (en particulier temps moyen des transactions).   Merci 🙂 ...read more

When files are uploaded, the bell notification is the only one given. We've created a workaround report in Hubspot and have it sent to Slack so we have updates throughout the day on which files are uploaded. Unfortunately, the report only shows 8 rows in Slack and since it's a dynamic report (filtered for 'in the last 3 hours'), the link doesn't take you to that report's version of the data. For example, if I needed to look at the 18 files that were uploaded over the weekend and I looked at Saturday's report, it would not show the 10 files that were sent. It takes you to the base report that's sending the information.  Can the full report please be sent so all rows are present in the recurring message?       ...read more

Llevo a cabo la gestión del contenido en la base de conocimientos y me gustaría poder generar reportes personalizados sobre el tráfico que tiene mi sitio. Más específicamente, necesitaría datos sobre cantidad de visualizaciones de cada artículo: visualizaciones totales; y poder aplicar filtros para obtener esa información. Además, saber artículo por artículo cuánto es el tiempo de lectura, para comparar con la cantidad de minutos que un usuario está en él. ¿Consideran agregar una herramienta para poder crear estos informes?  Quedo atenta, ¡muchas gracias! ...read more

It is a shame not to be able to save all the reports available in each section in a dashboard (example for YouTube, report on social networks, etc.)  Thank you ...read more

As the key HubSpot user in my org I was asked by the sales team to create custom reports tracking how many times a HubSpot user had been mentioned within a set time period in recorded activitities. They explained that doing this would help them manage the workload of team mambers.      ...read more

We have a situation where we want to report on a net value using the Reporting Tool.   We want to be able to see the net value shown as a sum, broken by deal stages.   For example: Value A = $767.1k Value B = - $200k Net Value = $567.1k   On the report, it gives us Value A and B on opposite sides of the chart instead of the Net Value when we use the sum feature and break down by a certain criteria. We'd like it to show the Net Value of 567.1k, but still be able to hover over the sections to see what each value is.   ...read more

Permissions to download data are set only at the administrator level and include CRM data and reporting as one permission. The request would be to bifurcate permissions such that you can restrict download of CRM data but can download report data to which you are entitled. ...read more

It would be great, as the Admin, to see who I have subscribed a User to a Dashboard Report and who all has subscribed themselves. I dont always remember if I have subscribed someone so that it gets sent to them automatically.    Thanks.  ...read more