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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
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LStrabelli on March 24, 2023
Hello, We are trying to come up with a performance report or dashboard (in case we need for different regions) for our marketing emails that are driving the free trial (conversion or attribution?), as per specs below. Ideas on what would be th read more
0 upvote
1 Reply
Key Advisor
March 25, 2023 11:50
Are you trying to ask whether you can do this within Hubspot? If so, unless your app is pushing data back to Hubspot about your free trial, you will more
SYawn on March 23, 2023
Hi there. I had a couple of questions regarding the HubSpot reporting practicum. Question: "What field types do these properties use? Why?" Is this referring to two of our custom properties? For example, could we use two of our custom "conta read more
0 upvote
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Hall of Famer | Partner
March 23, 2023 22:14
Hi @SYawn , Happy to help here. This is referring to two custom properties in your HubSpot portal. For example, First name and Last more
ABeney on March 22, 2023
Hi, I am looking at a campaign we have set up but under performance, the emails are not showing up in order of send rather by send size. Does anyone know if there is a way to change the order the emails are listed to be by send date? Thanks read more
0 upvote
1 Reply
Accepted Solution
Member | Platinum Partner
March 22, 2023 06:53
Hi @ABeney 1! You're not able to sort emails by date under the Campaigns Performance tab, but you can view send dates for *Regular Emails Only* in more
Geordie on March 22, 2023
Hi there, Has anyone used the ad performance metrics in custom reports in Hubspot? Noticed it's new and went to test it out but there's a lot to unpack. Wondering if anyone else has had success or examples that they built from these metrics that read more
0 upvote
1 Reply
Community Manager
March 22, 2023 14:26
Hello, @Geordie thank you for posting in our Community! I want to invite our top experts to this conversation @Daniel_Bleich @danielruby more
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
2 Replies
Accepted Solution
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
TDelafosse on March 20, 2023
Hi, We collect campaign names through either: - Campaign UTMs (1) - single line text - First touch converting campaign (2) - automated Hubspot campaign property Similar to explained on this page , both properties are not always in line with read more
0 upvote
4 Replies
March 21, 2023 14:49
That's what I thought as well... We have 100s of campaigns, so I'll have to manually match them. Thanks Karsten.
squigglebit on March 20, 2023
I'm trying to create a report that shows how many trials our sales team sold in a 30-day period, and how many of these converted to a full client. We have a custom lifecycle stage of "in trial" along with the products they can then move into to bec read more
1 upvote
2 Replies
Hall of Famer | Partner
March 20, 2023 22:43
Hi @squigglebit , If you have a custom lifecycle stage for the trial, you could create a custom funnel report, as explained here: more
KKirner on March 17, 2023
Hi folks 👋 I try to track page visits of caontacts. I have added the tracking code and the page is set as default page in my account but nothing is comnig through. - I find the script in the source code - 200 OK code Any help/ideas? Webiste: read more
0 upvote
3 Replies
March 23, 2023 02:04
Is there anything else I can do? I think everything should be set up fine 🤷‍ ♀️
ElenaIordache on March 17, 2023
Hi everyone, hope someone here has experience with my situation 🙂 One of our clients has the HubSpot tracking code installed on multiple website domains. These websites are hosted on WordPress and the client has a Marketing Hub Pro subsc read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 17, 2023 00:34
Hi @ElenaIordache , As far as I know that's not possible, see here: " more
LG_ on March 15, 2023
Hi, when filtering in hubspot you can chose "and" or "or". But they behave incorrectly. When I want to exclude things from the list I need in hubspot chose A and B. but that normally means that The clients that should be removed from the list sh read more
0 upvote
2 Replies
March 17, 2023 00:25
Hi ! Well this is exactly what I mean, maybe I am doing it wrong but when chosing "and" it behaves as "or". I had to do as the picture below more
Justin_Graci on March 15, 2023
I wanted to cross-post this new article from community member Dan Moyle, highlighting 'how to use customer journey analytics' in a simple step by step process. As I keep digging in to learn the tool myself, I'm curious what others have done read more
1 Reply
Thought Leader | Elite Partner
March 15, 2023 05:36
Thanks @Justin_Graci ! I hope it helps some folks. I love learning more about this new way to look at our efforts along the customer journey. more
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