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Solved
MFernandez_VM on July 26, 2023
Hi guys! I hope you can help me with this one that is driving me CRAZY. I need to create reports that shown global email campaigns data, like this: This image comes from a default report built by hubspot, that does not allow me to cust read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Platinum Partner
July 26, 2023 07:30
Hi @MFernandez_VM So you need to build a custome report chossing three data sources Contact, Marketing Email, Marketing Email Analytics. Then ...read more
Solved
MFernandez_VM on July 20, 2023
Hi guys! This summer, we are trying to improve our dashboards and analytics efforts, and one of the things requested by sales is to track meetings. Sadly, on the data sources, there is no such thing as "meetings" from the sales tools: read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
July 20, 2023 02:26
Hi @MFernandez_VM , In a report based on the Activities data source, you should be able to visualize the count of activities by activity dat...read more
Solved
MMaurer on May 17, 2023
I'm working with a client who uses 2-3 data sources on their custom dashboard reports (contacts, companies, deals) in order to pull in the fields/data they want. But the problem is, when they go to export, the report shows duplicate data. It doesn' read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
May 17, 2023 18:25
Hi, @MMaurer , I've had this a few times before. The recommendation I have is when you're selecting the properties to report on, make sure th...read more
ZoltanGM on May 09, 2023
Hello guys, We want to create a custom report in the dashboard that captures the activity which entered by Vepaar. Each day when initiating conversations with customers on Whatsapp by using their extension, Vepaar is adding this type of activity in read more
Contributor
May 18, 2023 05:40
Hello @ZoltanGM , @DianaGomez & @CBozkurt , To create a custom report for this integration in the dashboard, follow these steps: 1. Go ...read more
Solved
Lisacuth1 on March 26, 2023
Hello, When I export a dashboard (send it via email) to forward it to someone external from Hubspot, a report that has multiple pages will only export as a screenshot of the first page. Is there a way to export this report so the external party c read more
1 upvote
1 Reply
Accepted Solution
Recognized Expert
March 27, 2023 10:32
Hey @Lisacuth1 , thanks for reaching out! As far as I know, this is a limitation of emailed HubSpot reports. HubSpot includes a callout at the...read more
Solved
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
3 Replies
Accepted Solution
Hall of Famer | Partner
March 21, 2023 14:28
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?...read 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 16:49
Hi @BVers , hope you are doing well! For HubSpot Google Sheets integration - it will be based off the actual individual object record in Hub...read 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
Contributor
March 01, 2023 08:27
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 selected...read more
Solved
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 28, 2023 00:37
Hi @JGreving , Please follow the following steps to achieve this. Go to Reports> Reports> Create Report> Select data source (in left most...read 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
Member
February 20, 2023 09:50
Hi @MiaSrebrnjak , thanks for writing back. I was referring to this process: 1. I created a dashboard with a default date range filter "Last mo...read 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
1 upvote
5 Replies
Participant
July 06, 2023 02:58
Hi- is there a report for this, using Custom Reports Lifecycle stage funnel only shows me all contacts but I need to further filter by Campaign. I se...read more
Solved
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 upvotes
4 Replies
Accepted Solution
Thought Leader | Elite Partner
January 11, 2023 08:27
+1 for what @ClaraDelabrosse said. Those are good. You can also a dd external content to your HubSpot dashboard (including a HubSpot link)...read more
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