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karenkaz on December 06, 2024
I've created a series of dashboards for a stakeholder with reports that track the size of active lists. (In this case, the list count going down in size is a good thing as it tracks the number of unpaid members/subscriptions who are due for renewal. read more
Community Manager
December 06, 2024 18:49
Hey @karenkaz , happy Friday! Thank you for sharing this, the issue with future date ranges in HubSpot reports seems to be causing confusion...read more
Solved
SAmmons on December 06, 2024
How do I embed an external chart from Datawrapper to a Hubspot landing page? I found the below articles, but HubSpot has removed both the HTML option and the 'Customizable Form' option. HELP! https://community.hubspot.com/t5/Lead-Capture-Tools read more
0 upvote
2 Replies
Accepted solution
Guide
December 06, 2024 11:42
Hi @SAmmons , you can embed iframes using the Rich Text module in your Landing Page. Simply add the module to your page, click Insert, select ...read more
Solved
LDewit on December 05, 2024
To quickly access blog views, CTA clicks, or other analytics for a specific blog post, I used to simply click on the dropdown menu (as shown in the screenshot below) from the blog content listing in HubSpot, then search for the desired blog to view read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 06, 2024 00:03
Hi @LDewit , I don't recall any instances where HubSpot rolled back these kind of changes, unfortunately, sometimes even despite a lot of nega...read more
Solved
MBilal58 on December 05, 2024
I want to create a deal property that shows both the total discount amount and the total discount percentage for each deal. I've tried different approaches, but nothing has worked so far. Additionally, I don’t want a manual setup that requires the t read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 05, 2024 00:07
Hi @MBilal58 , This requires a Professional or Enterprise subscription and a calculation property, like shown below: https://knowledge.hubspo...read more
Solved
HHeagerty on December 04, 2024
We've been having issues with inaccurate Hubspot reports due to deals skipping stages, causing any deal that has skipped a stage to not be reflected in closed won or lost reports. I have setup pipeline rules to prevent sales reps skipping stages but read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
December 04, 2024 06:39
Hi @HHeagerty , Closed won or lost reports should not necessarily be affected by skipped stages. Can you share more details / screenshots of t...read more
Solved
LiamF on December 02, 2024
I want to add a report to my dashboard that displays the breakdown of a single property. We've got several properties with multiple check boxes and we ant to quickly see how the responses are distributed ( area of expertise, company size, etc). I ca read more
0 upvote
3 Replies
Accepted solution
Participant
December 03, 2024 11:22
Hi Liam, That makes sense now. So there is a limitation on form reporting as it brings the data straight to the objects, ie contacts and compani...read more
Solved
DNeal32 on December 01, 2024
Hi all, We have multiple reports on our dashboard that we would like to easily compare, but we can't see the totals unless we click on the filter button and open it up. Ie, if I have a report for opened tickets side by side with a report o read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
December 02, 2024 00:05
Hi @DNeal32 , With the custom report builder, yes: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder ...read more
Solved
Arisride on November 27, 2024
Hello, I have a report (bar chart) in my dashboard that counts the number of forms filled per month. When I click the last bar on the chart for this month to have details (nov. 2024), it shows more forms filled than on the report. Basically it d read more
0 upvote
1 Reply
Accepted solution
Key Advisor
November 27, 2024 08:18
Without seeing the report setup it is difficult to say exactly what is happening. It could be that the dashboard and/or report has not refreshed but ...read more
freitasm on November 25, 2024
Hi folks I am testing the new Buyer Intent tool and noticed the "Showing Intent" filter isn't working. For example, the intent has a few conditions: When looking at a company record with the "Showing intent" in the OFF position, read more
0 upvote
5 Replies
Community Manager
November 27, 2024 07:11
Hi @freitasm , thanks for getting back to us on this and taking the time to show examples! Thanks also for your valued feedback! Our teams have ...read more
HRichthe2nd on November 25, 2024
Hello everyone, I am exploring ways on HubSpot to record secondary attributions. What are some ways you recommend approaching this problem? For more details, I am looking to use it primarily for direct mail campaigns. Because read more
0 upvote
2 Replies
Member
November 26, 2024 09:27
Hello @Pam Thanks very much for your insightful reply, much appreciated! Could you go into a little more detail on how using campaigns cou...read more
Solved
KSergieva11 on November 25, 2024
Hey all, We are doing inventory on all assets in HubSpot. Is there an easy way to export in csv only the names of the reports and other relevant fields like owner, create date, etc.? I can export the full data of the reports but I only need read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
November 25, 2024 08:25
@KSergieva11 thank you for providing this context. No, this is currently not possible, see here: https://knowledge.hubspot.com/account-management/...read more
Solved
VKnott4 on November 22, 2024
Hello, How can I create a customer report for: 1. Contacts that are most engaged for each email sent for the year 2. Which emails performed the best this year
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 23, 2024 01:43
Hi @VKnott4 , There are different ways to approach this. To identify the most engaged contacts, you could simply filter for these contac...read more
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