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TDriessen
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Member since ‎Oct 7, 2021
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    4
  • Upvotes Given
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  • Upvotes Received
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Thijs Driessen

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Activity

Brina on July 05, 2020
Rolling Date for dashboard reports
Hi, It would be great if the rolling date range allows for data of current day to be shown as well instead of the past xx days.
Reply Idea Dashboards & Reports
61 upvotes
15 Replies
TDriessen
Participant
February 20, 2024
Is there any update on this subject? Maybe another post about the same subject where Hubspot has confirmed it is on the roadmap?
Flo_bi on April 05, 2022
Filter Tasks by other properties (e.g. company, deal fields of the one's the task is associated to)
I want to be able to filter tasks by information of other properties e.g. deal that the task is assigned to. For example I want to see all tasks that are associated to a deal in a certain deal stage.
Reply Idea Tasks
24 upvotes
6 Replies
TDriessen
Participant
July 18, 2023
We want to be able to split the task view Existing Business of New Business, but this is indeed a deal property. Does someone have a workaround for t...read more
PaulClappers on October 20, 2020
Rolling date range in custom reports
I'm working on my dashboards and I want to add a report about the number of certain form submissions this month. I can add the option 'less than 30 days ago' but I can't find the rolling date range for this month.
Reply Discussion Professional
15 upvotes
15 Replies
TDriessen
Participant
March 07, 2022
@Lisette1 Nope, not yet. Just made different reports for standard time periods for the time being..
maxime_dupont on December 05, 2018
Default Sort column while editing a report
Hi there! I would like to add a default "sort" to a column of my custom report (chart-type: table). That way, I wouldn't need to sort data each time I see the report on my dashboard. If we could sort the data in the Visualization tab of th read more
Reply Idea Marketing Reporting Sales Reporting
45 upvotes
14 Replies
TDriessen
Participant
January 19, 2022
Absolute must.. Put it on roadmap please!!
LDavis1 on March 04, 2021
Custom Report Builder (Beta) Issues
I created a custom report (beta) and the numbers are not reflecting correctly in the dashboard. I am doing some manual updates and know the count should be different from what is reflected. Anyone else experiencing this??
Reply Discussion Professional
4 upvotes
4 Replies
TDriessen
Participant
November 01, 2021
Upvoted the issue because of a similar experience. Situation: Custum report on sales activities was not updated in dashboard. We want to show the ' ...read more
VagaeNatus on September 02, 2018
Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more
Reply Idea Calling Meetings Tasks
392 upvotes
121 Replies
TDriessen
Participant
October 28, 2021
Does anyone else need this because it's not possible to put a person in 2 primary teams? Reporting on activities makes it a lot harder and without cu...read more
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