Tips, Tricks & Best Practices

dmattauch
Top Contributor

Export/Report on Properties

SOLVE

Hi,

 

I am trying to do some cleanup as i created many properties over time.

 

Is there a way to export my list of created properties with :

-number of the property with a value

-number of workflows/reports that use this property

 

Many thanks

David

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Export/Report on Properties

SOLVE

Hi @dmattauch,

 

The official property export (Settings > Properties > Export all properties) tells you which other assets reference a property. This column is called usage.

 

If you want to see which properties have a known value for any record, the best approach would be to export your all of your records including all columns (under Menu > Contacts > Contacts > All contacts > Actions > Export view), you can choose to include "All properties on records":

 

karstenkoehler_0-1656062820965.png

 

You can then check which columns ( = properties) in this file are empty. You would have to repeat the process for each object (contact, company, deal, ticket etc).

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Export/Report on Properties

SOLVE

Hi @dmattauch,

 

The official property export (Settings > Properties > Export all properties) tells you which other assets reference a property. This column is called usage.

 

If you want to see which properties have a known value for any record, the best approach would be to export your all of your records including all columns (under Menu > Contacts > Contacts > All contacts > Actions > Export view), you can choose to include "All properties on records":

 

karstenkoehler_0-1656062820965.png

 

You can then check which columns ( = properties) in this file are empty. You would have to repeat the process for each object (contact, company, deal, ticket etc).

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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