Great minds think alike

As was done with date filtering this year, we desperately need universal source filtering in reports. I should be able to filter a report on any source—blogs, landing pages, URL Start—on any report and as a dashboard filter. Any source, any page-based report, any dashboard.   For example: "Session bounce rate, average duration, and page view totals by source" is a very simple, useful report but the only filter options are Analytics View and Device Type. Why not Blog? Why not URL Begins? And since Analytics View inconceivably only includes data from when you created the view (it's not like you don't have the page data already) it's not always valuable.   Please make source filtering universal. ...read more

In Custom Reports, Vertical bar chart settings allow to visualize data cumulative and stacked by month.  It is possible to add a Monthly Goal, which displays as a line (which is good) however not cumulative, and has no way to change settings.  The Monthly Goal display should follow the Vertical bar chart settings, or have an independent setting. ...read more

I wish we had the option to auto-associate objects with each other. For example, let's say a contact has several deals and one ticket. Can we have the option to auto-associate all the contact's deals with their ticket? This would significantly help eliminate manual steps in reporting and data, and improve organization. ...read more

Hi All,   tl;dr Filtering by condition "[PROPERTY A] is none of [X]" ignores records where that field is blank. This is just plain inaccurate, and has been fixed and broken, recognized and ignored by turns for at least a year.   Explanation and Rant I am building a report on deals using the new report builder. Several of my filters use the language "[PROPERTY A] is none of [X]". These filters do NOT return all deals that fit these criteria because they ignore all deal records where [PROPERTY A] is not known. Support reps seem to be unaware of this bug, or even unwilling to consider it a bug at all.   To put this in simple terms, consider a test involving a line of bottles. Some have blue sand them, some have red sand, some have yellow, some are empty. If I ask you to show me all of the bottles that don't have red sand, and you don't include the empty bottles in your answer, YOU WOULD FAIL THE TEST.   Filters in HubSpot used to work correctly. Then, after an update (about a year ago if memory serves), they stopped including blank entries. Alarm bells went off for many of us as all of our reports suddenly showed vastly different data overnight. Calls were made to support and within a week, HubSpot had released a "fix", of sorts, where you had to specify with each filter whether you wanted to include blank values. Not fixed, obviously, as the filter itself had already specified, logically, whether blank values were to be included, but ok. Then that option went away as the issue was actually fixed. Fantastic! Now the issue is back. I spoke to support a month ago and my rep checked to see if there was any "chatter" from dev about it. Sure enough, there was a known issue. Great, HubSpot's on it. Now, a month later, I call back twice as the issue is persisting and neither support rep is familiar with this or even concerned that reports DON'T DISPLAY THE DATA THEY PURPORT TO DISPLAY, and when they check the chatter, there's no known issue. They also didn't seem super anxious to report this as an issue.   So this is me reporting it as an issue. A really, really big issue. I realize that everyone who reports something broken or missing holds it up as the most glaring, important, deal breaking, earth shattering issue imaginable. But in this case, it's kind of a big deal. ...read more

At the moment, this is not an option in Hubspot whether you try to find an existing pre-built report or if you try to build a report from scratch. I have spoken to Hubspot support and they recommend to submit this idea here. ...read more

Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it did.   Additionally, when viewing your Workflows from the "Workflows" page, there are metrics for "Total" and "Active" enrollment, BUT there is no easy way of viewing WHO (or what objects) are actually enrolled in those Workflows. The closest you can get to these is by clicking an individual Workflow, viewing the "History", and then applying filters or searching through the "Select a [object]" dropdown - but even this doesn't give you a definitive anwer because from what I can tell this is just a list of all objects (Contacts, Companies, Deals) that had any association with the Workflow, even if it was just temporary or they have since be un-enrolled.   Summary: There is no indicator on a Company and Deal telling us what Workflow(s) that object belongs to There is no way to see in an aggregate view which objects are actively enrolled in Workflows   Workflows are extremley useful but as they currently stand are an absolute nightmare to manage/maintain/track/review. ...read more

Would be great to view multiple parameters in the Analytics Tools.   I'd love to be able to see how a URL is performing according to campaign vs medium or campaign vs content.   Right now it's one-dimensional and could use some improvements. ...read more

We have a weekly report that gets emailed to our sales team that recaps their new leads from the previous 7 days.    We include info like name, phone, mobile phone, email, recent conversion....and more properties, but on the email, the columns get cut off at that point on the email and you are unable to scroll horizontally to see any of the additional details.    Can we get the ability to scroll on the actual email so the sales team can see the full report directly in the email vs. having to click a link to open the full report and then scrolling on the browser?  ...read more

Hello all,    Have there been any discussions about allowing super admin to limit access to different datasets that get created? The situation I am running into is that we have brought in a quota for a custom object that we have made. I could restrict the pipeline (created a pipeline within the custom object that I restricted; also locked the property) to keep the quotas hidden from everyone. For the reporting side of the quota vs actuals, I created datasets for each of our territories, but they could make a report themselves and select someone else's dataset. It would be helpful if we could control who has access to the datasets from an individual dataset standpoint.     Thanks,   Clayton ...read more