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meagmccann
HubSpot Employee
Member since ‎Oct 25, 2016
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Colin_Parker on November 23, 2016
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V read more
8 upvotes
6 Replies
HubSpot Employee
October 03, 2018 09:44
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the bott...read more
mike175 on March 14, 2017
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D read more
73 upvotes
39 Replies
Member
January 22, 2020 21:53
Hi @mike175 @lvanderpluym @christareed @Cameron_Smith @Frank As you are looking for cross object reporting, you might want to have a l...read more
Colin_Parker on November 23, 2016
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V read more
8 upvotes
6 Replies
HubSpot Employee
October 03, 2018 09:44
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the bott...read more
Colin_Parker on November 23, 2016
I would like to build "Re-engagement" lists for my sales team, by targeting "Closed Lost" deals, with other specific attributes / criteria, and to have that report also show Contact Email Address. Right now the workaround involves building a V read more
8 upvotes
6 Replies
HubSpot Employee
October 03, 2018 09:44
@JakeJones you can access the new report builder by clicking "add report" from any of your HubSpot dashboards > "Add custom report". At the bott...read more
mike175 on March 14, 2017
I was told that cross-object reporting is not availble in HubSpot CRM in response to the question I will detail below. I simply want to create a table report that contains the fields Associated Company, Associated Contacts, Deal Name, Create D read more
73 upvotes
39 Replies
Member
January 22, 2020 21:53
Hi @mike175 @lvanderpluym @christareed @Cameron_Smith @Frank As you are looking for cross object reporting, you might want to have a l...read more
MattF on September 01, 2017
It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we're running a campaign and I have a property for leads (in the Company status), once those become Deals, ther read more
Member
November 25, 2021 18:21
Hi all on this thread - the idea has been submitted here - add your Upvotes https://community.hubspot.com/t5/HubSpot-Ideas/Filter-deals-by-company-p...read more
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