Can you use the OR function when building a report?

SOLVE
KBowler
Member

I am trying to build a custom report and can see how I can add in AND functions, but I would like to also add in an OR function?

0 Upvotes
2 Accepted solutions

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @KBowler ,

Unfortunately this is not possible right now. Other users have also asked for the same update in the ideas section. Check here: https://community.hubspot.com/t5/HubSpot-Ideas/OR-Filters-for-Reports/idi-p/220883.

Its in planning. Hope we get it soon.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

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karstenkoehler
Solution
Most Valuable Member

Hi @KBowler,

 

This is not possible at this stage, unfortunately, the only operator available is AND. There is a request in the HubSpot Ideas section community about this already, as of April 2020 this is in planning by the HubSpot product team. I've upvoted this before and I'd recommend you do the same since these things are being evaluated based on popularity.

 

For contact-based reports, there is the workaround by creating lists. In lists, the OR operator is available. You can then filter your contact report by this list instead of applying the filters from the list right in the report.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
webdew
Solution
Top Contributor | Diamond Partner

Hi @KBowler ,

Unfortunately this is not possible right now. Other users have also asked for the same update in the ideas section. Check here: https://community.hubspot.com/t5/HubSpot-Ideas/OR-Filters-for-Reports/idi-p/220883.

Its in planning. Hope we get it soon.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

View solution in original post

karstenkoehler
Solution
Most Valuable Member

Hi @KBowler,

 

This is not possible at this stage, unfortunately, the only operator available is AND. There is a request in the HubSpot Ideas section community about this already, as of April 2020 this is in planning by the HubSpot product team. I've upvoted this before and I'd recommend you do the same since these things are being evaluated based on popularity.

 

For contact-based reports, there is the workaround by creating lists. In lists, the OR operator is available. You can then filter your contact report by this list instead of applying the filters from the list right in the report.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post