Lead scoring report

[MLatulippe]

Hi! I want to create a report that shows all contacts who have received a lead score of X or more since the beginning of the year. 

We have a workflow that contacts enter when they reach the score of X. I have therefore been looking to create a list with those who have enrolled, but I can't find a way to filter by date.

Would a time stamp be the only work arround?  

Thanks, I appreciate the help in advance. 🙂 

[karstenkoehler · Accepted solution]

Hi @MLatulippe,

The best option is indeed to add a step to your workflow that sets the value of a custom date property to the current date. HubSpot does not have any native filter options to check when a value was greater than X.

If you want to populate the date property historically, you can do so by exporting the property history of your score property: https://knowledge.hubspot.com/properties/export-property-history?zorseWidget

After cleaning up the export file, you can then import the date when contacts first reached a score greater than X into your custom date property.

Best regards!

[MLatulippe]

Thank you Karsten for your help (on this and another one of my enquiries!)

I wish there was a more straightforward solution, but I will give it a shot. 

[DSharma02]

Hi @MLatulippe , I guess timestamp can only help you to the filter data by date, You can create a simple workflow to find out when the contact raches a desired threshold but w/o timestamp, you wll not be able to filter tha data by date.

Hope this helps!
Thanks