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TH7
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Member since ‎Dec 16, 2022
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TH7 on March 23, 2023
Include Dates in Min / Max Calculation Fields
Would like to be able to roll up minimum or maximum dates from child to parent. Would also like to flag the record as being included in the calculated field so they can be enrolled in workflows. For example: Which contact has the Minimum read more
Reply Idea Properties
0 upvote
0 Reply
Solved
TH7 on March 07, 2023
Include a record owner's immediate manager in a deal report
I would like to include the record owner's immediate manager in my deal report. Has anyone done this before? Open to making a workflow if you know how. Thank you!
Reply Discussion Reports
0 upvote
2 Replies
TH7
Participant
March 07, 2023
Gotcha. Thank you!
Solved
TH7 on March 07, 2023
Include a record owner's immediate manager in a deal report
I would like to include the record owner's immediate manager in my deal report. Has anyone done this before? Open to making a workflow if you know how. Thank you!
Reply Discussion Reports
0 upvote
2 Replies
TH7
Participant
March 07, 2023
Gotcha. Thank you!
brittanyCP1 on May 07, 2020
Averages In Reporting
Please, for the love of all things statistics and reporting, allow the ability for averages in a report! We are trying to see not only our demos booked and completed for a certain time frame, but the running average of demos booked. That way, we ca read more
Reply Idea Sales Reporting
49 upvotes
13 Replies
TH7
Participant
March 06, 2023
It would be nice to average the OOB count fields like Count of Deals. Thanks! I get an error when I try to average my own calculated field. I pro...read more
Jacob02 on April 01, 2021
Forms in Custom Report Builder
Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi read more
Reply Idea Analytics Tools Dashboards & Reports Forms Marketing Reporting
206 upvotes
49 Replies
TH7
Participant
February 27, 2023
I want to be able to segment form fills by contact data like job function. We are trying to get more members of the buying team to fill out our lead...read more
arlogilbert on November 23, 2021
Pipeline - Require Object Association and/or Labels
More and more we're building workarounds to require associations & labels. The utility of both is hampered by the inability to require their existence on deals (for example, but other types of pipelines we have the same needs such as tickets &am read more
Reply Idea Custom Objects
11 upvotes
3 Replies
TH7
Participant
February 20, 2023
Yes please help us make contact x deal association labels mandatory. It is important to see the overlap between job functions (job role) and asso...read more
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