Hi Karsten, is there a best way to see what all the configurations are for some of the default reports?
I'm looking to duplicate the Deal Funnel report to recreate it as a custom report to include multiple pipelines (vs. the single pipeline default). When I go into the config settings for the default report I'm left with a limited view. It would be nice to be able to see the report configs laid out in the same manner as the custom module so I know I'm including all rows/columns/values/etc. correctly.
This is not possible in the list or board view of deals – it could however be achieved with custom reports for deals and line items. This would then likely be a table visualization.
Creating custom reports requires a Professional subscription. Let me know if you have access to custom reports and if you need more details to create this report.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer