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ParkerO en May 15, 2025
Hey everyone! I'm trying to see the top forms that group of contacts have filled out. I have the Opt-In Totals report and that s great I'd love to add a fiter to it that only shows the results from a list of contacts but I can't seem to figure it o Leer más
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6 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 15, 2025 13:43
@ParkerO this is a report with limited filter options, see below: It's neither possible to create a custom report that replicat...Leer más
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M_ElShibiny en May 15, 2025
During creating custom reprots building most times I can't find to create Custom field for calculations at reports I made sure about subscribtion but still can't find it
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 15, 2025 05:34
@M_ElShibiny with the beta enabled*, you should see this in the custom report builder**. * You must opt into the beta first under S...Leer más
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SBattuello en May 12, 2025
Hi, I am trying to set a data range for my dashboard. When i set it, it only applied to one report out of 10. How can I set the data range to all the dashboard?? Thanks
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 12, 2025 10:20
@SBattuello if you want all reports to be filtered by a date range, and some are excluded from the dashboard filters, yes, you would have to set th...Leer más
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SBattuello en May 12, 2025
Hello, I am building a report from a form. I have a issue with a question of the report.. I would like to exclude the 'no value' but even if I set the filter 'is known' or is any of '...' it continues to show me the 'no value'; do you hav Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 12, 2025 05:46
Hi @SBattuello , That's probably because you combined the filters via OR (meaning only one of the two must be true for a contact to "enter" th...Leer más
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JuCastel en May 09, 2025
Hi all, I am trying to crack the filtering options for the "Touch" properties "First touch, any touch, last touch). Currently, when using these criteria, wz can only choose from a dropdonw menu, options such as "is any of" or "contains all of", Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 09, 2025 09:48
Hi @JuCastel , Unfortunately not, no – filters don't support specifying a keyword which would automatically pull in new values in the future, ...Leer más
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JP-U5 en May 08, 2025
Hi there, Does anybody know if there's a way to edit the default reports Hubspot provides when you lookthrough Dashboard Templates? The one I am looking at is one of the default Marketing Dashboard Reports called 'Website visit, new contact, Leer más
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 08, 2025 10:08
@JP-U5 as far as I know, this is one of the default reports that cannot be customized. You could request a customization option for this repo...Leer más
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MariaDP en May 08, 2025
Is there a way to edit the date range of all the reports on a Dashboard at once? I am currently editing it per report.
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 08, 2025 06:49
Hi @MariaDP , No, reports cannot be edited in bulk. You can however apply a dashboard date filter via the quick filters at the top: https...Leer más
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SBattuello en May 07, 2025
I was analyzing the funnel from MQL to customers based on a free trial list I created. The report shows that there are 342 contacts marked as MQLs, but the list contains only 294. I noticed some discrepancies such as: Contact X is an MQL in t Leer más
1 Me gusta
5 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 07, 2025 07:08
Hi @SBattuello , Can you please share the exact list criteria? Your funnel report is automatically filtering for contacts that entered t...Leer más
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EricSwain en May 07, 2025
Hi Community, Does anyone know how to create a report on a subset of videos? We'd like a report on just our knowledge base videos but can't figure out how to ringfence them. They are in a distinct folder in the file manager, so I thought filte Leer más
1 Me gusta
5 Respuestas
Solución Aceptada
Colaborador líder
May 07, 2025 13:48
In the instance that I checked, I don't seem to have that information either (Folder Path or even Owner shows no values). You can try to break do...Leer más
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VPathania en May 02, 2025
Hi All, I'm trying to identify contacts where a specific property (e.g. an ID) has a known value, but the contact is not associated with the related custom object. The standard list and workflow filters don’t seem to support checking for the ab Leer más
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8 Respuestas
Solución Aceptada
Colaborador
May 09, 2025 05:11
@karstenkoehler Yes, I understand this is the standard way to create a list based on a custom object association. However, in our case, the issue i...Leer más
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alexagatiss en Abril 29, 2025
Has anyone come up with a workaround for the new campaign goals-- the marketing goal is to drive sales meetings and all of the CTAs in assets are meetings driven. However, would love to see it on the campaign dashboard how many meetings we have gott Leer más
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1 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Platinum
Abril 29, 2025 23:56
Hi @alexagatiss , Have you tried creating a custom report that filters meetings by source (like the CTA or form used) and then referencing tha...Leer más
Kaffeegruppe en Abril 23, 2025
Hallo zusammen, wir haben das Problem, dass im Dashboard (Notizen bei den Aktivitäten) Infos nicht korrekt sind. Mitarbeiter legt Notiz an, mit der Notiz ist ein Deal, Kontakt und Unternehmen verknüpft. Im Dashboard wird die Verknüpfung aber nie a Leer más
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5 Respuestas
Miembro del salón de la fama | Partner
Abril 23, 2025 10:18
@Kaffeegruppe das hängt davon ab, wie exakt die Notizen geloggt werden. Im Moment des Loggens legt die Person, die loggt, fest, an welche Datensätz...Leer más
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