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Gelöst
SBattuello on Mai 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
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
SBattuello on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
JuCastel on Mai 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", Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Mai 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, ...Beitrag ansehen
Gelöst
JP-U5 on Mai 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, Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
MariaDP on Mai 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.
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
SBattuello on Mai 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 Beitrag ansehen
1 Likes
5 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
EricSwain on Mai 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 Beitrag ansehen
1 Likes
5 Antworten
Akzeptierte Lösung
Stratege/Strategin
Mai 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...Beitrag ansehen
Gelöst
VPathania on Mai 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 Beitrag ansehen
0 Likes
8 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Mai 02, 2025 08:52
@VPathania I was not referring to the "Associated records" dropdown. List 1 would be created as follows: Create contact list Click 'Add filte...Beitrag ansehen
Gelöst
alexagatiss on April 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 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Stratege/Strategin | Platinum Partner
April 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...Beitrag ansehen
Kaffeegruppe on April 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 Beitrag ansehen
0 Likes
5 Antworten
Berühmtheit | Partner
April 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...Beitrag ansehen
GWalsh on April 22, 2025
Hi - Looking to use custom report builder to build a report that can list all customers in a matrix with the marketing emails we have sent to them and indicate/flag which of those emails they have clicked. The AI tool only works for single-object re Beitrag ansehen
0 Likes
3 Antworten
Berühmtheit | Partner
April 23, 2025 09:09
@GWalsh you're correct, this is not possible. (I just now understood you were referring to marketing emails, by the way.) Can you maybe exp...Beitrag ansehen
Gelöst
MeganWilliams on April 21, 2025
Hi! I'm onboarding a client launching a new content marketing program. They've also recently starting using HubSpot for CRM and sales functionality. One of our primary goals is getting the most important content KPIs and reports up and running t Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
April 22, 2025 00:07
Hi @MeganWilliams , Thank you for specifying! First of all, to get more comfortable with report creation, I'd recommend these resources: ...Beitrag ansehen
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