I want to create a report that compares list membership over time across 4 different lists. I want to see how some lists go up and some go down. Is this possible? I see I can filter by list, but I don't see how I can pull in multiple lists in comparion to one antoher.
As a general recommendation: I wouldn't rely on lists for reporting. Whatever you're attempting to visualize over time, try to set up a workflow that sets a date stamp for companies that meet the list criteria. You can then visualize the count of companies by this date property and break it down by category (which would correspond to your individual lists) in one report.
Lists always be the result of well maintained data points, never a data point in itself.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
As a general recommendation: I wouldn't rely on lists for reporting. Whatever you're attempting to visualize over time, try to set up a workflow that sets a date stamp for companies that meet the list criteria. You can then visualize the count of companies by this date property and break it down by category (which would correspond to your individual lists) in one report.
Lists always be the result of well maintained data points, never a data point in itself.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Not that I know of, no – there used to be list performance reports that by default showed list count over time but these don't exist anymore. They didn't allow for comparison between list counts over time either.
As far as I know, this is not possible.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hi @stephanderson and @karstenkoehler the feature Karsten mentioned does still exist: Open a list > click on "Details" > Click on "View list performance"
There you find some statistics including the list members over time. Click on "Actions" > "Save report" and there you have your report.
But I can't find a possibility how to compare two lists. I would really be happy to find a solutions for this.