I am looking for a way to exclude dates with zero deals (weekends) from my reporting. Is there a way to do this? I need data from today, so using reports with filters of "this week" doesn't work as it excludes today.
Hi @SChmielecki ,
At this time, it's not possible to exclude weekends from reports. There is an idea on the forum already that's similar to th...read more
Hello, I'm trying to create a report to compare contacts who have attended an event vs those who registered for the same event. Because I want to track this live (the event is not until March 2), I can’t use HubSpot's marketing event tool, but i read more
@Linah4 I like creating custom objects for event interactions (each record corresponding to an entity that tracks whether someone is registered/att...read more
Hi everyone, I'm running an ABM campaign on LinkedIn targeting a list of companies. I created this list in HubSpot and imported it into LinkedIn, and my LinkedIn Ads account is connected to HubSpot. I’m trying to create an account-level dashboard read more
As I get closer to finishing the integrating between my company's HubSpot and CRM system (NetSuite), I wanted to see if anyone had suggestions for creating/sharing Marketing Dashboards outside of HubSpot. This would be for the C-Suite who do not hav read more
@MDiaz705 does "readily accessible" mean that they wouldn't have to login then? (That would seem risky from an IT security point if view to me.) Or...read more
Good Morning HS Community, I've been working on building a custom report to figure out which campaign caused the most unsubscribes in 2024. The report is using Campaign (primary), Contacts and Marketing email analytics as data sources. Not s read more
@PamCotton I tried using the metric you mentionned above but it doesn't seem to be available as described "Unsubscribed from this email". I us...read more
Hello! I have a big problem that I do not understand. I am building a dashboard for our marketing. My problem right now is that I can't customize an already existing report that I added. I tried to make a clone on an already existing report. But can read more
@EHarrysson without ads as a specific data source in the custom report builder, as far as I know, this report cannot be built in HubSpot. The only ...read more
Hello, Disclaimer: For all I know, this could be core Hubspot functionality and I just don't know about it. We have: Marketing Pro, Services Pro, Sales Starter, CMS starter. I would like to create a view, preferably in a Report, where read more
Hi @nigeld27 ,
This is not possible in reports (or at least not in a feasible way, currently) and I think if it was, there would be too much i...read more
I've created a series of dashboards for a stakeholder with reports that track the size of active lists. (In this case, the list count going down in size is a good thing as it tracks the number of unpaid members/subscriptions who are due for renewal. read more
We've been having issues with inaccurate Hubspot reports due to deals skipping stages, causing any deal that has skipped a stage to not be reflected in closed won or lost reports. I have setup pipeline rules to prevent sales reps skipping stages but read more
Hi @HHeagerty ,
Closed won or lost reports should not necessarily be affected by skipped stages. Can you share more details / screenshots of t...read more
Hello, I have a report (bar chart) in my dashboard that counts the number of forms filled per month. When I click the last bar on the chart for this month to have details (nov. 2024), it shows more forms filled than on the report. Basically it d read more
Without seeing the report setup it is difficult to say exactly what is happening. It could be that the dashboard and/or report has not refreshed but ...read more
Can someone shed some light for me. I am trying to create a report that generates a list of everyone that has interacted with my campaign. Whether it is from an ad, social paid/organic, anything... I'd like to see if there is a way to create that li read more