Hi there - I've been asked to look at HubSpot service ahead of meeting later today. I have a question about reporting that I hope someone can help me with. I'm coming from ZenDesk, so I want to know if I can do something similar to Custom Metrics t read more

We created an orders based report and are using the fiscal year check box on the created date filter and the year is showing 2025 instead of 2024. Has anyone run into this before? Is there an additional setting/filter we need to use to update that d read more

I have a client wanting to review leads per team member. We can capture volume, but are interested to break it down further to see how the conversation was assigned, ex: auto-rotate, assigned from bot, self-assigned, team member assigned. Anyone read more

Is there a way to create a report similar to the Deal Change History report in Sales Analytics but for Tickets? I want to create a report that shows New, Status moved forward or Status moved backward. Although I can produce a custom report that sh read more

Hello, I am trying to exctract all the conversation and email exchanges that one user (ticket owner) had on his/her tickets. Is there any possibility to do it?

Situation : One Conversations Inbox contains 5 channels that are added (all different email addresses (Google groups aliases) ) . Does anyone know if it is possible to build reporting that gives me insights into each channel within an read more

Hello team. As a CRM system dedicated to Customer Service too, it would be very helpful if we could have as a report stuff like Average or Median response time for a conversation (where we measure the actual back-and-forth time that a support ag read more

I want to generate a report that shows me agent times for - first response - time to close That takes into consideration the working hours that I configured in the SLA of the support inbox. I got some answers from ChatGPT and also from chat read more

Apologies if this has been asked but I could not find it anywhere or figure out the correct fields in a custom report. I am wanting to have a report that will show me how many contacts created their first service ticket during a certain period of t read more

Hi all, Is it possible to create a report that is run at a set time of day? I want a report that shows me number of tickets with a status of NEW at 5pm, reported on a daily basis. The idea being we can see how many service tickets have been left u read more

Hello Hubspot users! I am looking to create a report for all tickets that are created outside of normal business hours. Specifically all tickets that are created Monday through Friday from 8p EST and 9a EST, and 6p EST Saturday to 9a Monday. I can read more

I apologize if this has been covered but we are looking to create a report showing which employees utilize the resources of a given service pipeline (in this case; Service Tickets of Marketing Requests). I attempted to sort the incoming request read more