ehulstein

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ehulstein on Setembro 13, 2023

Ability to Assign User Permissions for Quotes

Quote -specific user permissions to control for who can: View Edit Publish Delete Based on: Owner (of Quote) HubSpot Team Everything

Responder Idéia Users & Teams & Permissions

3 avaliações positivas

1 Respostas

KWeatherbee on Outubro 05, 2021

Allow dashboard filters to be applied to customer reports

It would be helpful to allow the dashboard filters to be applied to custom reports. We have been creating numerous customer reports and using those in conjunction with some of the reports available in the library. The problem we run into is that Leia mais

Responder Idéia Dashboards & Reports

4 avaliações positivas

1 Respostas

ehulstein

Participante | Parceiro Diamante

Junho 15, 2022

Give this post an upvote as it covers the same topic and has some traction growing

mprichodko on Junho 07, 2021

Dashboard filter applied to cross-object reports built with Custom Reports Builder/Advanced Builder.

We really need dashboard filters to be appied to each single report (including those built with Custom/Advanced Builders) in the same way. So there is no confusion when applying filters for dashbort containing reports built with old and new tools. Leia mais

Responder Idéia Dashboards & Reports

9 avaliações positivas

3 Respostas

ehulstein

Participante | Parceiro Diamante

Junho 15, 2022

This looks like the same idea as this idea submission on applying date filters when using cross-reporting across contacts and companies. There...Leia mais

Solucionado

toebes on Maio 31, 2021

Filter dashboards with custom reports

I have created a dashboard with different deal and company reports. I added a new report, this time from the custom report builder. I use the dashboard filter function (team, data range, owner) a lot. However, these global filters do not work with Leia mais

Responder Discussão Dashboards

28 avaliações positivas

4 Respostas

ehulstein

Participante | Parceiro Diamante

Abril 11, 2022

I submitted a similar request, here . I upvoted your post but would love your support, as well. Let's get this problem on HubSpot's product roadmap!...Leia mais

Solucionado

ehulstein on Abril 11, 2022

Apply Dashboard Filters to Custom Reports

Dashboard-level filters don't override report-level filters for reports built in the custom builder , which results in a significant increase in the number of "duplicate" reports required to meet the needs of different teams, provide visibility int Leia mais

Responder Discussão Dashboards

24 avaliações positivas

8 Respostas

adimare on Setembro 29, 2021

HubSpot Associations: New and Improved

Please note: as of April 18, 2022, this update is live to all accounts. The text of this post will not be updated moving forward. For up to date information about the rollout and what's included, refer to this post . For detailed produ Leia mais

Responder Blog Product How-To

23 avaliações positivas

81 Respostas

ehulstein

Participante | Parceiro Diamante

Outubro 13, 2021

If you opt into this beta, does it opt your entire portal (i.e.all users in that portal) into the beta or just the individual who opted-in?

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