Reporting & Analytics

aljones
Contributor

Capitalize Field Values in Report Builder

Does anyone know of a way to have the HubSpot Report show the field values as they are in the property options - I dont know why - but it seems like HubSpot is converting all text to lowercase, which is really annoying because we are hoping to build reports that feed into dashboards that we can use directly in presentations - the formatting of these reports is not great with the lowecase.

 

aljones_1-1634307056134.png

 

 

13 Replies 13
jippel
Participant

Capitalize Field Values in Report Builder

HubSpot - this needs to be addressed. Reports without the proper formatting just look sloppy.

0 Upvotes
RAbernathy
Participant

Capitalize Field Values in Report Builder

I am having the same issue and it's doing it on the first and last name fields of a contact record.

0 Upvotes
RBlonk
Participant

Capitalize Field Values in Report Builder

Same problem here, some field have Capitalizations and some not. Unfortunately, this looks really unprofessional in our reporting towards our investors. In our case, it is the single line text deal property "Company name". The Record-ID solution of TrueJayjay (nicely found!) does not work for us because we only want the company name and not additionally the name of a contact behind it. Hope this can be solved and recognised as an issue, which it is.

 

0 Upvotes
JLavery
Participant

Capitalize Field Values in Report Builder

I am having the same issue with a report and wondered if anyone had found a fix for this? I am working on a test dev portal which doesn't include tech support so am unable to find a solution that way unfortunately. Hoping someone may be able to shed some light?!

 

Thanks

Joan

0 Upvotes
TrujayJay
Contributor | Elite Partner
Contributor | Elite Partner

Capitalize Field Values in Report Builder

Hi Joan! I've found that if you pull in the Record ID, it tends to fix it. In my situation, I was trying to pull in the Company Name, which showed up as lowercase. But when I pulled the Record ID instead, it gave me the name capitalized as it should be. Hope this helps!

Trujay | Jay Hendricks
JLavery
Participant

Capitalize Field Values in Report Builder

Thanks for the quick response @TrujayJay!

 

I am specifically trying to capitalise the 'country' deal property - how do I locate the Record ID for that? 

0 Upvotes
TrujayJay
Contributor | Elite Partner
Contributor | Elite Partner

Capitalize Field Values in Report Builder

Hey Joan - Unfortunately, no!

@TiphaineCuisset You should be able to replicate this by building a custom 'pivot table' report. My working theory is that text fields show up as all lowercase, whereas dropdown fields show up in Title case:

Screen Shot 2022-08-22 at 3.38.23 PM.png

Trujay | Jay Hendricks
JLavery
Participant

Capitalize Field Values in Report Builder

Thank you @TrujayJay, I will give that a go!  

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Capitalize Field Values in Report Builder

Hi @JLavery @TrujayJay and everyone in this thread, 

 

@TrujayJay thank you I was able to reproduce with your message!

 

I had a look internally with the team and I can confirm this is working as designed. 

 

The reason for this is so that we can group "the university of texas" and "The University of Texas" into the same bucket. Basically, if we want the case-insensitivity, we have to also lose the original formatting of the text. 

 

The primary reason for some fields being capitalized while others are not would be deduplication and bucketing; in order for the reporting tool to recognize similar values it needs certain values to align, meaning they'll be in a specific case format to make sure they're the same across objects.

 

I hope that makes sense!

 

Thank you

Best

Tiphaine

 


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TrujayJay
Contributor | Elite Partner
Contributor | Elite Partner

Capitalize Field Values in Report Builder

Same issue here as well. It's quite annoying.

Screen Shot 2022-08-12 at 10.54.27 AM.png

Trujay | Jay Hendricks
0 Upvotes
SLindmont
Participant

Capitalize Field Values in Report Builder

Same issue here. We started questioning if our data was correct with the integration we were working on. This looks really unprofessional in our reporting for management. Reports should not change property values in layout.

0 Upvotes
ddobrien2
Participant

Capitalize Field Values in Report Builder

We're having the same issue. Multiple fields in reports now defaulting to lower case in exports (and sometimes onscreen). I did reach out to HubSpot support and they seemed to dismiss it as being a problem and suggested some of the issues could be solved with workflows. But, what's odd is that we have old reports where exports export fields with the same formatting (Title Case) correctly. And now we have some reports where it's always exporting names in lower case. 

TiphaineCuisset
Community Manager
Community Manager

Capitalize Field Values in Report Builder

Hi @aljones 

 

Thank you for reaching out.

 

Does it happen with any property? I cannot reproduce this on my portal, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share the specific report mentioned here. 

 

Thank you!

Best

Tiphaine


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