Reporting & Analytics

JJong
Participant

Building reports per account/business unit

SOLVE

Hi all, 

 

I am trying to build a dashboard where i can monitor and analyze social media results. I need to have an overview per company (there are 5 companies in our enterprise). However, if i add the reports to a dashboard, i cannot use the account filter, meaning my graphs are cumulative for the entire enterprise. Any ideas on how I can arrange this in a way that will allow me to build 1 dashboard, with e.g. "Clicks company A" and "Clicks company B"? 

1 Accepted solution
NicoleSengers
Solution
Guide | Elite Partner
Guide | Elite Partner

Building reports per account/business unit

SOLVE

Hi @JJong

 

This is a great idea but it isnt possible to filter reports in HubSpot this way t this point but with the Zoom app being able to be segmented by Business unit this is likely on the cards.

I would suggest 2 things here:

Upvote this idea - https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-Select-Social-Media-Accounts-for-Custom-Re... and perhaps share with any other users who would find this useful.

Use a tool like databox to report on these separate social accounts in the meanwhile.

 

Did my post help answer your query? Help the Community by marking it as a solution

Kind regards,
Nicole Sengers

View solution in original post

2 Replies 2
NicoleSengers
Solution
Guide | Elite Partner
Guide | Elite Partner

Building reports per account/business unit

SOLVE

Hi @JJong

 

This is a great idea but it isnt possible to filter reports in HubSpot this way t this point but with the Zoom app being able to be segmented by Business unit this is likely on the cards.

I would suggest 2 things here:

Upvote this idea - https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-Select-Social-Media-Accounts-for-Custom-Re... and perhaps share with any other users who would find this useful.

Use a tool like databox to report on these separate social accounts in the meanwhile.

 

Did my post help answer your query? Help the Community by marking it as a solution

Kind regards,
Nicole Sengers
TiphaineCuisset
Community Manager
Community Manager

Building reports per account/business unit

SOLVE

Hi @JJong 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have any thought for @JJong on this? 

 

Thank you!

Best

Tiphaine


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