Hello, I would like to create a report in which I can always see how many leads/contacts have been generated by my Meta Ads in the last 7 days. I'm a bit overwhelmed with the HubSpot reports. Thank you very much.
Hey @HBatt0 you should be able to find this within the sources reporting in HubSpot. Your source would be "paid social" and clicking into this shou...read more
Under my Super Admin login I set a Dasbhoard to Private:
In a different browser I logged in to a user account that I'm attempting to lock down into a view-only state. When that user views the dashboard:
First of all, I don read more
Helps if you read the little info bubbles that pop up! Oi!
Answer is because Dashboards were enabled under Settings, I couldn't modify the spec...read more
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
Hi @MFernandez_VM
So you need to build a custome report chossing three data sources Contact, Marketing Email, Marketing Email Analytics. Then ...read more
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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