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Bakertc
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Member since ‎Mar 21, 2024
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Bakertc
Contributor
April 21, 2025
Reply to Unknown user appearing on reports
Hi Josh, I'm happy to hop on a quick teams/zoom call if helpful. Cheers, TC
Bakertc
Contributor
April 18, 2025
Reply to Unknown user appearing on reports
The report was initially created as a canned activity report on KPI's (HS template). When we started expanding our BDR team, I converted the visualiza...read more
Bakertc on April 18, 2025
Unknown user appearing on reports
TLDR: Don't use Hubspot Teams, enumerate your users in filters on reports to avoid getting 'Unknown User'. We are growing our BDR team so I have been trying to manage users under two buckets: AE Team and BDR team. However the implementation of read more
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Bakertc on March 05, 2025
Improve date range filter options on reports and dashboards
Any operational dashboards want to showcase what happened last period and what's upcoming in the next reporting period, without having to revisit and adjust each report and each dashboard date filter settings. The "Today" button on hubspot calendar read more
Reply Idea Dashboards & Reports
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Bakertc
Contributor
March 04, 2025
Reply to Rolling Dates - Dynamic Date Ranges
Currently, when you click "today" on a calendar control, it hard codes the date to today's date. It does not float when the calendar advances to tom...read more
Bakertc
Contributor
March 04, 2025
Reply to Filter using relative date values ("TODAY" etc.)
I can't believe that such a basic feature has been in 'planning' for 5 years. Why can't I have a rolling relative "today" plus n time frame as a fil...read more
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