Tips, Tricks & Best Practices

TCastillo1
投稿者

Exclude Pipeline Name from Tickets Status Report

解決

We only have 1 ticket pipeline which is 'Investor Relations' and would like to exclude 'Investor Relations' from each label. Is that possible?

 

TCastillo1_1-1671727825407.png

 

 

 

1件の承認済みベストアンサー
ChrisoKlepke
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Exclude Pipeline Name from Tickets Status Report

解決

Hey @TCastillo1 , 

 

You might have some luck with the Custom Report Builder instead of the Single Object Builder. Of course, you don't need, its capabilities in this case and there are some drawbacks like Dashboard filtering. But it appears to handle the labels for one pipeline a bit better. 

Screenshot 2022-12-23 at 11.05.06.png

 

If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it. 

 

Cheers, 

Chriso

元の投稿で解決策を見る

4件の返信
ChrisoKlepke
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Exclude Pipeline Name from Tickets Status Report

解決

Hey @TCastillo1 , 

 

You might have some luck with the Custom Report Builder instead of the Single Object Builder. Of course, you don't need, its capabilities in this case and there are some drawbacks like Dashboard filtering. But it appears to handle the labels for one pipeline a bit better. 

Screenshot 2022-12-23 at 11.05.06.png

 

If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it. 

 

Cheers, 

Chriso

AnaWilliam
メンバー

Exclude Pipeline Name from Tickets Status Report

解決

Thank you Christoph! this work for me 😊

TCastillo1
投稿者

Exclude Pipeline Name from Tickets Status Report

解決

Thanks Chriso! I was able to utilize this feature instead and it works. However, one of the limitations is the color palette. I'm only able to use one color for all the categories of the ticket status. Do you know if there is a workaround this?

TCastillo1_0-1672177701543.png

 

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Exclude Pipeline Name from Tickets Status Report

解決

Hi @TCastillo1,

 

As far as I know, there aren't any specific settings to remove this, unfortunately.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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