Hi community, I am trying to create a report to be used on a dashboard that shows all of our leads across a FY. I was hoping this could be shown as a bar chart with the list membership and count shown. We have all of these leads added to lists pe read more
Hello @JPickham ,
I like the idea shared by @karstenkoehler , And to adding my point for a report I suggest you to create a custom property...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
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
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 ...read more
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
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
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 t...read more
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
Hello, @Geordie thank you for posting in our Community!
I want to invite our top experts to this conversation @Daniel_Bleich @danielruby @mi...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, 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
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
Hi @squigglebit ,
If you have a custom lifecycle stage for the trial, you could create a custom funnel report, as explained here: https://kno...read more
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
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
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
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 ...read more