Hi there... I came for insight on how the "stack order" is determined when I use the 'break down by' feature? I've got 5 categories that get broken apart and I'd like them to be in a certain order on the bar graph.... you answered in 2 minutes. I even chatted with Hubspot about it and they didn't know what I was asking.
Hello! This is the custom report builder, a tool that lives inside of HubSpot. I do not know the underlying technology that HubSpot is built on / with.
Hello, thanks for watching and for your question! Yes, you need at least one Hub (Marketing, Sales, Service, or Ops) at the Professional level to create custom reports.
This is a great video and I subscribed. We’re just a few in our company as we outsource most of it. We have a marketing starter. I need to calculate our total sales for the year by month in a report. Is there a work around for this? Could I use the “revenue” object that HubSpot creates in my contact and then total the revenue in a report? We were using SalesForce and it was so easy to make a custom report and we only paid $200/yr We can’t justify $800/mo for just the two of us
Thanks for watching, and great question! Here is a video of how to make a revenue report using the free report templates in HubSpot - ruclips.net/video/xFjNhZFcZPo/видео.html
Hi @Michael Todd, thanks for watching! Yes, you can re-order the columns in your graph by selecting the small drop-down caret next to your property, and then changing the options for sort. There are four options: Display order, lable, value, and count of contacts. In addition, you can switch between ascending and descending.
@@LexHultquist Is there a way that I can choose only certain companies that I need for a dashboard? So that I can follow certain group of companies? I have created the dashboard just do not know how to select the companies I need not all of them.
Hello @Alicia Kirk, thanks for watching! Yes, you can do this a couple of different ways. I would recommend making a list of contacts who belong to the associated companies you want to include in the dashboard. Then on your reports you can set a filter to only include contacts from that list. Taking the step of making a list will let you use it with other reports, instead of setting the criteria each and every time. Hope this helps!
This is gold. The most detailed video about reporting. Thanks.
I appreciate it Deshawn, thanks for watching!
It was way more better than the other tutorials
Thank you :)
this is exactly what I needed, thank you for making it.
You're welcome! So glad it was helpful, thanks for watching.
Awesome overview of the custom report builder! 👏
Thank you, and thanks for watching!
This was so helpful. Thank you!
So glad to hear it! Please reach out if there are other tools or tips we can share!
Hi there... I came for insight on how the "stack order" is determined when I use the 'break down by' feature? I've got 5 categories that get broken apart and I'd like them to be in a certain order on the bar graph.... you answered in 2 minutes. I even chatted with Hubspot about it and they didn't know what I was asking.
Hi @Kevin Carpenter thanks for watching! Please reach out if you have additional questions about the reporting tool / features.
What tech stack is used for making such reporting tool?
Hello! This is the custom report builder, a tool that lives inside of HubSpot. I do not know the underlying technology that HubSpot is built on / with.
do you need any upgraded plan to do this?
Hello, thanks for watching and for your question!
Yes, you need at least one Hub (Marketing, Sales, Service, or Ops) at the Professional level to create custom reports.
This is a great video and I subscribed. We’re just a few in our company as we outsource most of it. We have a marketing starter. I need to calculate our total sales for the year by month in a report. Is there a work around for this? Could I use the “revenue” object that HubSpot creates in my contact and then total the revenue in a report?
We were using SalesForce and it was so easy to make a custom report and we only paid $200/yr
We can’t justify $800/mo for just the two of us
Thanks for watching, and great question!
Here is a video of how to make a revenue report using the free report templates in HubSpot - ruclips.net/video/xFjNhZFcZPo/видео.html
Is there a way to change the position of the bars on the graph? Example I have a bar in the middle and want it at the end on the far right side
Hi @Michael Todd, thanks for watching!
Yes, you can re-order the columns in your graph by selecting the small drop-down caret next to your property, and then changing the options for sort. There are four options: Display order, lable, value, and count of contacts. In addition, you can switch between ascending and descending.
@@LexHultquist Is there a way that I can choose only certain companies that I need for a dashboard? So that I can follow certain group of companies? I have created the dashboard just do not know how to select the companies I need not all of them.
Hello @Alicia Kirk, thanks for watching!
Yes, you can do this a couple of different ways. I would recommend making a list of contacts who belong to the associated companies you want to include in the dashboard. Then on your reports you can set a filter to only include contacts from that list. Taking the step of making a list will let you use it with other reports, instead of setting the criteria each and every time.
Hope this helps!