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SLongley3 on March 21, 2023
Hi. I'd like to know if anyone has a way of filtering a dashboard beyond the standard filters. Use case - I have a dashboard with a set of 'template' reports. I also have contact lists of contacts who have been influenced by a campaign (by our d read more
0 upvote
1 Reply
Hall of Famer | Partner
March 21, 2023 11:28
Hi @SLongley3 , It's not a workaround that would be very responsive but have you considered adding a default list as a filter to every report? more
BVers on March 06, 2023
Hi all, Does anyone know how to automatically export HubSpot web analytics data and campaign data to Google Sheets? I want to automate reporting on the google products coming from Hubspot. Thanks! Ben
Community Manager
March 06, 2023 13:49
Hi @BVers , hope you are doing well! For HubSpot Google Sheets integration - it will be based off the actual individual object record in more
JLetellier on February 28, 2023
Good morning to the HS community, I'm trying to create a report that will display the number of contacts that currently have a value in a multiple checkbox property. This property is set in a workflow to determine which department within ou read more
March 01, 2023 05:27
Good Morning MrJustinGivens and thanks for your input, I tried the "is equal to all of" option, and it only shows me the ones that I've more
JGreving on February 27, 2023
I have a multilingual website, lets say Dutch and English. I would like to track the activity on the website based on the variouse languages. I haven't been able to find a report template that lets me filter on page language. Any tips and t read more
0 upvote
4 Replies
Accepted Solution
Top Contributor | Partner
February 27, 2023 21:37
Hi @JGreving , Please follow the following steps to achieve this. Go to Reports> Reports> Create Report> Select data source (in left more
sdianic on February 17, 2023
Hi, I have a problem when trying to email the dashboard - the date range in the email doesn't match the date range on the dashboard. I also made sure that the date range (last month) was selected under "Dashboard context" in the "Email this dash read more
0 upvote
2 Replies
February 20, 2023 06:50
Hi @MiaSrebrnjak , thanks for writing back. I was referring to this process: 1. I created a dashboard with a default date range filter "Last more
SLongley3 on February 01, 2023
Hi. Apologies if this has been answered elsewhere (I couldn't find anything) and thanks if you can point me in that direction. I'm trying to report on campaign metrics, specifically around lifecycle stages – i.e. how many leads, MQLs, SQLs etc s read more
0 upvote
3 Replies
February 06, 2023 00:53
Thanks for the detailed reply, Mike. I have funnel reports like you've suggested, but I'm struggling to find how to filter by campaign. I don't more
ZChurney3 on January 10, 2023
Hello fellow HubSpotters. I have a question about adding a metric to a dashboard to use for exporting via Email or document. When you go to Marketing > Social > the Analyze tab > the 'Top Posts' report at the bottom, there is no option to s read more
4 Replies
Accepted Solution
Thought Leader | Elite Partner
January 11, 2023 05:27
+1 for what @ClaraDelabrosse said. Those are good. You can also a dd external content to your HubSpot dashboard (including a HubSpot link) more
Edyta7510 on December 08, 2022
Hi All, I wanted to create a report that could show me the trends of the types of pages visited depending on the job function. This will be available only for the activity of known contacts only. Thanks for any tips!!! Edyta
Accepted Solution
Top Contributor | Partner
December 08, 2022 09:40
Hey @Edyta7510 you can build a custom report to analyze this data. Set your data sources as the following (screenshot #1): Primary: Web more
JLetellier on November 04, 2022
I can't seem to figure out how to obtain the information that I am looking for in the reporting section, but pretty sure there is a way or workaround somehow. I am looking to see the number of emails sent to contacts on a daily, weekly, monthly read more
Accepted Solution
Hall of Famer | Partner
November 04, 2022 11:41
Hi @JLetellier , Happy to help here. To create such a report, navigate to Menu > Reports > Reports > Create report > more
CRavenda on October 27, 2022
I've found a bit frustruating that I cannot apply any filter in my dashobard since it has been built leveraging the Custom builder to allow me to have both Deals and Company together in my reports. I think it is quite frequent to be requested to fi read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 27, 2022 21:56
Hi @CRavenda , You'll be happy to hear the following: Hello My name is Shanker Sahai, I am the Product Manager for the Report more
Crezo on September 21, 2022
Hi all. I'm trying to create a report that shows our contact sources, but is a total of ALL sources, so essentially the Original Source & the Latest Source - minus any crossovers for the same contact incase they show up in both lists. Basicall read more
1 upvote
4 Replies
Accepted Solution
Guide | Platinum Partner
September 23, 2022 00:08
Hey @Crezo , Thank you for reaching out to the community. Like @karstenkoehler I also have a hard time understanding what it is more
MHopkinson on August 03, 2022
Hi, I'm looking to create a dashboard in HS that can give me an overview of contacts in lifecycle stages, contacts who have booked a demo with our sales team, lead source, and conversations. Maybe a few other things. Does anyone have any ins read more
0 upvote
1 Reply
Key Advisor
August 03, 2022 11:54
I've done it before, but admittedly I don't use Hubspot lifecycle stages as I find them too restricting. Are you running into an issue setting up a more
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