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Solved
IMilosevic on April 10, 2024
Hi community, I need your help. I am creating a dashboard with five reports. I want to add advanced filters (quick filters) to it, but I only want these filters to affect four out of the five reports. Is this possible? I would really appreciate read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 12, 2024 15:14
+1 here @BérangèreL . In my experience @IMilosevic , the "dashboard filter" is for the entire dashboard. If you want specific report fiters, you'd ...read more
HBatt0 on January 09, 2024
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.
0 upvote
1 Reply
Key Advisor | Partner
January 09, 2024 11:24
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
Solved
Crystal_Hopper on January 05, 2024
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
0 upvote
1 Reply
Accepted Solution
Key Advisor
January 05, 2024 11:58
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
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
2 Replies
Accepted Solution
Top Contributor | Platinum 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 | Partner
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
1 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
2 upvotes
2 Replies
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
Guide | 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
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