Hi,
Some times our deals can have two associated companies. For example, deal 12345 has two associated companies, one is Company ABC, the assoiation lable is ¨primary company¨, and the other associated company is Company DEF, the association lable would be "end user".
Now I need to create a report, which is a table, that includes the next columnes: the deal name, Primary company name, and end user company name.
So now in my report, I have the next columns:
But I don´t know how to make the first company name filtered by the association label "primary company" and then the second company name filtered by "end user".
Please help me to create this report.
Thanks!
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Hi @EmilyHanMo,
This is far more easily achieved with a deal index page filtered view under Menu > CRM > Deals: https://knowledge.hubspot.com/records/create-and-manage-saved-views
When you edit the columns of that view, you can also include a column for "Deal -> Company" and below that entry you should see additional ones for each deal to company association label. Pick the ones you're looking for.
The result will be the same as a table report - only better because it is editable.
Save the view, it receives it's own URL and you can easily share it with others.
Guve it a try and let me know if you have any follow-up questions!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
@EmilyHanMo in that case, I would create one sync property per company association you want to display. https://knowledge.hubspot.com/properties/create-sync-properties
The sync property would be created on the deal and pull the name of the associated company with the required association label.
You could then add the new deal sync properties to your report to display both company names.
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Hi @EmilyHanMo,
This is far more easily achieved with a deal index page filtered view under Menu > CRM > Deals: https://knowledge.hubspot.com/records/create-and-manage-saved-views
When you edit the columns of that view, you can also include a column for "Deal -> Company" and below that entry you should see additional ones for each deal to company association label. Pick the ones you're looking for.
The result will be the same as a table report - only better because it is editable.
Save the view, it receives it's own URL and you can easily share it with others.
Guve it a try and let me know if you have any follow-up questions!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Hi Karsten,
Thank you for your quick reply. I didn't explain the whole picture. The reason why I wanted to create a report, es because there are not only these three columns, we also need to add each deals line items.
So in saved views, I can have: company name, primary company, end user company and line items following with unit price, quantity, discount and net price. And in saved view, I cannot have the line item, unit price, quantity, etc. fields.
The other thing is, in the saved view, the line items are not shown, but collaplsed when there are more than 1 line item per deal:
My colleagues who wants the report, they dont like it. They want each line item is in one separate line.
Thanks!
@EmilyHanMo in that case, I would create one sync property per company association you want to display. https://knowledge.hubspot.com/properties/create-sync-properties
The sync property would be created on the deal and pull the name of the associated company with the required association label.
You could then add the new deal sync properties to your report to display both company names.
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
