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I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only find this information through the form submissions main section but I don't know if I'm just not looking in the right place to create this report or dashboard.    Any help would be greatly appreciated!  ... Exibir mais

In Salesforce CRM you're able to define 'controlling' and 'dependent' fields in order to manage the selection of values between two fields that are related to one another i.e. Region and Country. If I select the region 'EMEA', then I need the 'Country' field to only display values relevant to EMEA (France, Germany etc) not countries in APAC for example.    This capablility to link field behaviour to one another is usually used with Check boxes, Single select drop downs and Multi-select drop downs.    This features ensures users only select relevant values in fields/properties and therefore aids data cleanliness and reporting. Please can we have this in HubSpot too.  ... Exibir mais

Hi there   I looked around for this and am sure it must be posted somewhere but Im posting here so that I could get a response on the status of this as a feature or if you aware this is quite a useful feature to have. If we can work around this, please advise on how to do so?   We have users all over the globe. Each region/team would like to use Hubspot CRM, Sales and Marketing Hub in their currency. We currently have 4 currencies and the default set to Dollar. BUT the issue is that a user in UK for example, sees all values in Dollars but should see it in Pound/Euros as a default for them? This also affects the reports, etc.   Please let me know?   Thank you ... Exibir mais

Currently, Hubspot reporting's smallest time increment is by day. One of the key metrics that a scaling support team needs in order to determine bandwidth and when to hire a new rep is to work out at what times during the day ticket volumes increase or decrease.  If Service Desk reporting could start to include reporting down to hours, that would be extremely helpful to our team. ... Exibir mais

It's an unusually missing feature, but the report builder is only able to show totals on summarized reports, but not on unsummarized. This means for many Deal or Company based reports in which you need to show the individual records, and so need to use an unsummarized report, you can't also have a total field at the bottom. This is particularly useful when Deal values are involved! I've tried a few variations and it's just not possible, and after speaking to support they guessed it was an unintentional UI issue to be looked at, and raised it internally.   This was for a particular client use case, but I can imagine most teams could benefit from being able to add totals to their unsummarized table-based reports! ... Exibir mais

Currently from the Historic Deal Snapshot Reports, the closed won / lost stages are currently omitted without the possibility of us adding it in. We would want to include those stages into the report.  ... Exibir mais

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. ... Exibir mais

Our internal team is working on pulling HubSpot reporting for workflows into Tableau. With that, we want to bring in recency to reporting but currently, we are not able to export a report that includes the send date from HubSpot. Also, the send date is not available within the API. My workaround has been to pull reporting from the email analyze tab and manually assign the dates within a data dump. If we could have the send date added to the report export or the API that would be really helpful.  ... Exibir mais

It would be great if you could customize the color of the arrows in reporting that compares data to a previous period. Sometimes a decrease is positive while an increase is negative but the current colors of the arrows red vs green make it seem like only an increase is positive and all decreases are negative.    For example this report we are doing better if we are seeing a decrease in the time spent. So it would be great to have the arrows show up as green to signify improvement.      ... Exibir mais