# \#reporting **URL:** https://community.hubspot.com/tag/reporting/1690.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Help Creating a List](https://community.hubspot.com/t/aide-a-la-creation-dune-liste/163399)
**Author:** [@Claude](https://community.hubspot.com/u/Claude)\ **Replies:** 2\ **Last updated:** [October 29, 2026, 5:59pm UTC](https://community.hubspot.com/t/aide-a-la-creation-dune-liste/163399 "2026-10-29T17:59:47Z")
Hello. We have 20 categories in our Product Library. For each of these 20 categories we have companies li… --- ## [Make Marketing Email custom properties API-accessible](https://community.hubspot.com/t/make-marketing-email-custom-properties-api-accessible/163391)
**Author:** [@evan.mazursky](https://community.hubspot.com/u/evan.mazursky)\ **Replies:** 0\ **Last updated:** [October 29, 2026, 3:48pm UTC](https://community.hubspot.com/t/make-marketing-email-custom-properties-api-accessible/163391 "2026-10-29T15:48:08Z")
I’ve created a couple of custom properties on the marketing\_email object in an attempt to be able to group our emails with pr… --- ## [Marketing email object - custom properties API](https://community.hubspot.com/t/marketing-email-object-custom-properties-api/163207)
**Author:** [@evan.mazursky](https://community.hubspot.com/u/evan.mazursky)\ **Replies:** 4\ **Last updated:** [October 29, 2026, 2:22pm UTC](https://community.hubspot.com/t/marketing-email-object-custom-properties-api/163207 "2026-10-29T14:22:41Z")
I’ve created a couple of custom properties on the marketing\_email object in an attempt to be able to group our emails with pr… --- ## [Custom categories for surveys reporting](https://community.hubspot.com/t/custom-categories-for-surveys-reporting/163169)
**Author:** [@karenkaz](https://community.hubspot.com/u/karenkaz)\ **Replies:** 4\ **Last updated:** [October 29, 2026, 12:28pm UTC](https://community.hubspot.com/t/custom-categories-for-surveys-reporting/163169 "2026-10-29T12:28:41Z")
Hi, Is it possible to create survey categories for reporting purposes? For example, webinar feedback surveys, customer servi… --- ## [Allow SLA pausing during Customer Agent handling and add assignment-based response goals](https://community.hubspot.com/t/allow-sla-pausing-during-customer-agent-handling-and-add-assignment-based-response-goals/162778)
**Author:** [@AlaynaNelson](https://community.hubspot.com/u/AlaynaNelson)\ **Replies:** 0\ **Last updated:** [October 22, 2026, 6:11pm UTC](https://community.hubspot.com/t/allow-sla-pausing-during-customer-agent-handling-and-add-assignment-based-response-goals/162778 "2026-10-22T18:11:38Z")
We launched our first HubSpot Customer Agent today and immediately encountered an SLA issue that is making our human support … --- ## [Client-facing quotes with dynamic store + quantity tables (without line items)](https://community.hubspot.com/t/client-facing-quotes-with-dynamic-store-quantity-tables-without-line-items/145783)
**Author:** [@SRussell\_FA](https://community.hubspot.com/u/SRussell_FA)\ **Replies:** 2\ **Last updated:** [October 19, 2026, 6:00pm UTC](https://community.hubspot.com/t/client-facing-quotes-with-dynamic-store-quantity-tables-without-line-items/145783 "2026-10-19T18:00:01Z")
Hi all! Looking for best-practice guidance or real-world workarounds. We use HubSpot quotes for client-facing subscription p… --- ## [Invoices - pulling through the deal ID and client name](https://community.hubspot.com/t/invoices-pulling-through-the-deal-id-and-client-name/142171)
**Author:** [@KarisCapital](https://community.hubspot.com/u/KarisCapital)\ **Replies:** 5\ **Last updated:** [October 14, 2026, 7:52pm UTC](https://community.hubspot.com/t/invoices-pulling-through-the-deal-id-and-client-name/142171 "2026-10-14T19:52:17Z")
Hi Sorry if this is an obvious thing, but I cannot find a clear answer and it seems like it should be very simple and I can’… --- ## [Tracking Gross Profit](https://community.hubspot.com/t/tracking-gross-profit/149244)
**Author:** [@MLM](https://community.hubspot.com/u/MLM)\ **Replies:** 3\ **Last updated:** [October 9, 2026, 3:19am UTC](https://community.hubspot.com/t/tracking-gross-profit/149244 "2026-10-09T03:19:48Z")
I’m working in a Sales envirornment where the Sales Team quotes Deals on hourly rate for specific service project and Operati… --- ## [Custom calculated property in Quote](https://community.hubspot.com/t/custom-calculated-property-in-quote/147100)
**Author:** [@chrisvuillaume](https://community.hubspot.com/u/chrisvuillaume)\ **Replies:** 8\ **Last updated:** [October 9, 2026, 3:11am UTC](https://community.hubspot.com/t/custom-calculated-property-in-quote/147100 "2026-10-09T03:11:45Z")
Paying a fortune to HS to get: Marketing Hub Enterprise Sales Hub Enterprise CMS Hub Professional HS doesnt have Total Cos… --- ## [Quote custom pricing calculation](https://community.hubspot.com/t/quote-custom-pricing-calculation/142563)
**Author:** [@JChmielak](https://community.hubspot.com/u/JChmielak)\ **Replies:** 4\ **Last updated:** [October 6, 2026, 9:59am UTC](https://community.hubspot.com/t/quote-custom-pricing-calculation/142563 "2026-10-06T09:59:43Z")
Hi all I’m facing a problem with “Legacy” Quote tool where I can’t customize price for Line Items. To be specific: I have bu… --- ## [Margin Visibility on Quotes — Workarounds or am I Missing Something?](https://community.hubspot.com/t/margin-visibility-on-quotes-workarounds-or-am-i-missing-something/147616)
**Author:** [@MarkCP](https://community.hubspot.com/u/MarkCP)\ **Replies:** 6\ **Last updated:** [October 6, 2026, 9:58am UTC](https://community.hubspot.com/t/margin-visibility-on-quotes-workarounds-or-am-i-missing-something/147616 "2026-10-06T09:58:22Z")
Hi everyone! We’re an MSP currently evaluating HubSpot Commerce Hub Enterprise as part of a CPQ tool selection process, and I… --- ## [TBD Pricing for Hubspot Quote](https://community.hubspot.com/t/tbd-pricing-for-hubspot-quote/148429)
**Author:** [@JWan1](https://community.hubspot.com/u/JWan1)\ **Replies:** 5\ **Last updated:** [October 5, 2026, 5:07pm UTC](https://community.hubspot.com/t/tbd-pricing-for-hubspot-quote/148429 "2026-10-05T17:07:54Z")
We develop custom software and sometimes when we quote, we don’t yet have enough information to price out the implementation … --- ## [Your HubSpot call reports are only as good as what your reps log after each call](https://community.hubspot.com/t/your-hubspot-call-reports-are-only-as-good-as-what-your-reps-log-after-each-call/160502)
**Author:** [@manueladc](https://community.hubspot.com/u/manueladc)\ **Replies:** 2\ **Last updated:** [October 1, 2026, 7:39pm UTC](https://community.hubspot.com/t/your-hubspot-call-reports-are-only-as-good-as-what-your-reps-log-after-each-call/160502 "2026-10-01T19:39:04Z")
Hey HubSpot community! This is something I see a lot with sales teams and it quietly kills reporting accuracy. Most calling … --- ## [Getting 403 via Cloudflare when trying to fetch UTM Analytics Reports](https://community.hubspot.com/t/getting-403-via-cloudflare-when-trying-to-fetch-utm-analytics-reports/158120)
**Author:** [@HDevelopers](https://community.hubspot.com/u/HDevelopers)\ **Replies:** 2\ **Last updated:** [October 1, 2026, 10:51am UTC](https://community.hubspot.com/t/getting-403-via-cloudflare-when-trying-to-fetch-utm-analytics-reports/158120 "2026-10-01T10:51:36Z")
Getting 403 from cloudflare while trying to fetch utm analytics reports. The scopes are present We are integrations provider… --- ## [Stop Guessing Where Deals Stall: Define Your Stages and Make Them Stick](https://community.hubspot.com/t/stop-guessing-where-deals-stall-define-your-stages-and-make-them-stick/160532)
**Author:** [@JPinto7](https://community.hubspot.com/u/JPinto7)\ **Replies:** 0\ **Last updated:** [September 30, 2026, 10:07pm UTC](https://community.hubspot.com/t/stop-guessing-where-deals-stall-define-your-stages-and-make-them-stick/160532 "2026-09-30T22:07:27Z")
Define your deal stages, and give every stage a purpose Once your objects are clear, do the same exercise for your pipel… --- ## [Looking for 3–5 early users: historical snapshots for HubSpot tickets (read-only)](https://community.hubspot.com/t/looking-for-3-5-early-users-historical-snapshots-for-hubspot-tickets-read-only/160164)
**Author:** [@iurie](https://community.hubspot.com/u/iurie)\ **Replies:** 2\ **Last updated:** [September 28, 2026, 11:54pm UTC](https://community.hubspot.com/t/looking-for-3-5-early-users-historical-snapshots-for-hubspot-tickets-read-only/160164 "2026-09-28T23:54:21Z")
Hi all, HubSpot shows how many tickets are in each stage today, but there’s no built-in way to see how the ticket pipeline l… --- ## [Hubspot Invoice Metadata Sent to Stripe](https://community.hubspot.com/t/hubspot-invoice-metadata-sent-to-stripe/97556)
**Author:** [@TMathew](https://community.hubspot.com/u/TMathew)\ **Replies:** 12\ **Last updated:** [September 28, 2026, 12:14pm UTC](https://community.hubspot.com/t/hubspot-invoice-metadata-sent-to-stripe/97556 "2026-09-28T12:14:40Z")
Hi all - I’m just starting with Hubspot Invoice and have it set up with Stripe as our payment processor. I’ve run a few test… --- ## [Contract ARR/TCV in company currency doesn't follow updated exchange rates](https://community.hubspot.com/t/contract-arr-tcv-in-company-currency-doesnt-follow-updated-exchange-rates/159771)
**Author:** [@Monjogard](https://community.hubspot.com/u/Monjogard)\ **Replies:** 4\ **Last updated:** [September 25, 2026, 12:41pm UTC](https://community.hubspot.com/t/contract-arr-tcv-in-company-currency-doesnt-follow-updated-exchange-rates/159771 "2026-09-25T12:41:15Z")
Hello! We are trying out the new Contract object for recurring customers. Our company currency is SEK, but many contracts ar… --- ## [The First Report I Check Before Trusting HubSpot Content Data](https://community.hubspot.com/t/the-first-report-i-check-before-trusting-hubspot-content-data/157113)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 1\ **Last updated:** [September 23, 2026, 1:30pm UTC](https://community.hubspot.com/t/the-first-report-i-check-before-trusting-hubspot-content-data/157113 "2026-09-23T13:30:29Z")
When I check how a blog is doing in HubSpot, I have come to the conclusion of not going straight to the traffic figures. A si… --- ## [LinkedIn Reporting](https://community.hubspot.com/t/linkedin-reporting/158509)
**Author:** [@MarkF76](https://community.hubspot.com/u/MarkF76)\ **Replies:** 2\ **Last updated:** [September 17, 2026, 9:45am UTC](https://community.hubspot.com/t/linkedin-reporting/158509 "2026-09-17T09:45:31Z")
I currently have the LinkedIn sales nav syncing and writing back to our HubSpot account. I can see things like connection req… --- ## [Support Required : The audit log is not showing if any file is deleted](https://community.hubspot.com/t/support-required-the-audit-log-is-not-showing-if-any-file-is-deleted/157632)
**Author:** [@VigneshMurugan1](https://community.hubspot.com/u/VigneshMurugan1)\ **Replies:** 4\ **Last updated:** [September 1, 2026, 2:35pm UTC](https://community.hubspot.com/t/support-required-the-audit-log-is-not-showing-if-any-file-is-deleted/157632 "2026-09-01T14:35:15Z")
HI When I am deleting the file, The audit history is not capturing it. I can only see if a file has been uploaded. Is there a… --- ## [How to create a SLA Time to Close % - KPA](https://community.hubspot.com/t/how-to-create-a-sla-time-to-close-kpa/156695)
**Author:** [@jpaprocki](https://community.hubspot.com/u/jpaprocki)\ **Replies:** 4\ **Last updated:** [August 24, 2026, 12:23pm UTC](https://community.hubspot.com/t/how-to-create-a-sla-time-to-close-kpa/156695 "2026-08-24T12:23:34Z")
I need to create a report that will compare the number of tickets that were completed with in the SLA vs the number of ticket… --- ## [Marketing Email Reporting by Segment](https://community.hubspot.com/t/marketing-email-reporting-by-segment/156404)
**Author:** [@AMulready](https://community.hubspot.com/u/AMulready)\ **Replies:** 2\ **Last updated:** [August 20, 2026, 3:22pm UTC](https://community.hubspot.com/t/marketing-email-reporting-by-segment/156404 "2026-08-20T15:22:18Z")
We have a master list of customers in HubSpot that we don’t use as a segment to email customers, what happens instead is we m… --- ## [Arrange columns in report drilldown](https://community.hubspot.com/t/report-drilldown-spalten-anordnen/155174)
**Author:** [@RHoffmann5](https://community.hubspot.com/u/RHoffmann5)\ **Replies:** 11\ **Last updated:** [August 7, 2026, 12:20pm UTC](https://community.hubspot.com/t/report-drilldown-spalten-anordnen/155174 "2026-08-07T12:20:41Z")
Hey dear community, recently, the reports have included the option to directly access the drill-down views (e.g., you click… --- ## [New: Free Partner Assessment + Enhanced HubSpot Two-Way Sync](https://community.hubspot.com/t/new-free-partner-assessment-enhanced-hubspot-two-way-sync/154880)
**Author:** [@PFScore](https://community.hubspot.com/u/PFScore)\ **Replies:** 0\ **Last updated:** [July 31, 2026, 5:01pm UTC](https://community.hubspot.com/t/new-free-partner-assessment-enhanced-hubspot-two-way-sync/154880 "2026-07-31T17:01:08Z")
A little over a month ago, I introduced PartnerFitScore to the HubSpot Community and received some fantastic feedback. Thank … --- ## [Reporting Question - Bucketing "Time to Close" Data, without Using Custom Properties?](https://community.hubspot.com/t/reporting-question-bucketing-time-to-close-data-without-using-custom-properties/154589)
**Author:** [@SGross27](https://community.hubspot.com/u/SGross27)\ **Replies:** 1\ **Last updated:** [July 29, 2026, 1:41pm UTC](https://community.hubspot.com/t/reporting-question-bucketing-time-to-close-data-without-using-custom-properties/154589 "2026-07-29T13:41:15Z")
We’re working with a client who reports on the timeframe in which Tickets are resolved; They use a pie chart which buckets Ti… --- ## [The HubSpot Lists I Review Every Month (And Why They Matter)](https://community.hubspot.com/t/the-hubspot-lists-i-review-every-month-and-why-they-matter/154179)
**Author:** [@WebGuruz\_Tech](https://community.hubspot.com/u/WebGuruz_Tech)\ **Replies:** 2\ **Last updated:** [July 27, 2026, 1:26pm UTC](https://community.hubspot.com/t/the-hubspot-lists-i-review-every-month-and-why-they-matter/154179 "2026-07-27T13:26:02Z")
Lists can tell you a lot about the health of a HubSpot portal. Most people think lists are just for sending marketing emails … --- ## [How to create automated vs non-automated email revenue reports in HubSpot?](https://community.hubspot.com/t/how-to-create-automated-vs-non-automated-email-revenue-reports-in-hubspot/153666)
**Author:** [@FilipekTomasz](https://community.hubspot.com/u/FilipekTomasz)\ **Replies:** 4\ **Last updated:** [July 23, 2026, 2:27pm UTC](https://community.hubspot.com/t/how-to-create-automated-vs-non-automated-email-revenue-reports-in-hubspot/153666 "2026-07-23T14:27:40Z")
Hello, I’m having problems creating reports involving email performance. What I want to create: A report displaying total… --- ## [Sankey Report + Dropoff Metrics Unclear](https://community.hubspot.com/t/sankey-report-dropoff-metrics-unclear/153958)
**Author:** [@LogicWriter](https://community.hubspot.com/u/LogicWriter)\ **Replies:** 2\ **Last updated:** [July 23, 2026, 10:38pm UTC](https://community.hubspot.com/t/sankey-report-dropoff-metrics-unclear/153958 "2026-07-23T22:38:28Z")
My team and I have been tracking our Lifecycle workflows with Sankey reports. We’ve been digging into the “Dropoff” we see f… --- ## [Goals Meetings Booked not working](https://community.hubspot.com/t/goals-meetings-booked-not-working/153792)
**Author:** [@Dennis1](https://community.hubspot.com/u/Dennis1)\ **Replies:** 2\ **Last updated:** [July 22, 2026, 2:05pm UTC](https://community.hubspot.com/t/goals-meetings-booked-not-working/153792 "2026-07-22T14:05:11Z")
Hi, I am trying to set Goals using the Template Meetings Booked. However, it keeps breaking on different points. Sometimes, … [Next page](https://community.hubspot.com/tag/reporting/1690.md?match_all_tags=true&page=1&tags%5B%5D=reporting)