Tips, Tricks & Best Practices

SStewart3
Contributor

Cannot figure out why I can't use product or line item as a list filter

Hello,
I am not sure what I am doing incorrectly. I have been trying to use my "Medical CME" and "Nursing CEU" products to display on a report and was able to achieve a little success. But I have been unable to used them as a filter for lists so that I can see how many people who registered for an event have paid for that addon. I have been unsuccessful so far. Any tips?

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10 Replies 10
SStewart3
Contributor

Cannot figure out why I can't use product or line item as a list filter

I was able to get it to function on this report (why won't it work on the list filters?):

SStewart3_2-1695275314502.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Cannot figure out why I can't use product or line item as a list filter

Hi @SStewart3,

 

In your list, you're filtering for products, not for line items, like in the report. That's likely the reason.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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SStewart3
Contributor

Cannot figure out why I can't use product or line item as a list filter

I've tried it both ways. 😞

SStewart3_0-1695275720641.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Cannot figure out why I can't use product or line item as a list filter

Hi @SStewart3,

 

Which data sources does your report have?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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SStewart3
Contributor

Cannot figure out why I can't use product or line item as a list filter

Line items, Payments, and Contacts

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Cannot figure out why I can't use product or line item as a list filter

Hi @SStewart3,

 

Your report has a negative filter (is not equal to any of) while your list a positive. Can you double check whether you're using the exact correct product names?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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SStewart3
Contributor

Cannot figure out why I can't use product or line item as a list filter

Changing the list filter negative now returns results...but they are not the correct results I need. 😭

SStewart3_0-1695277532336.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Cannot figure out why I can't use product or line item as a list filter

Hi @SStewart3

 

Please keep in mind that I only have the context you share with me. For me to be able to help, you need to share more details.

 

What are you expecting to see, what are you seeing instead? If the filter is the same as on the report, are you seeing the same in both assets? Have you waited long enough for the list to finish populating?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Cannot figure out why I can't use product or line item as a list filter

Hi @SStewart3, can you please share a screenshot of your report settings?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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SStewart3
Contributor

Cannot figure out why I can't use product or line item as a list filter

List settings:

SStewart3_1-1695275133095.png

 

 

 

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