Mastering HubSpot Reports: Sorting Tables Like a Pro

HubSpot's reporting tools are powerful, but sometimes you need to dig a little deeper to get the insights you're after. A recent discussion in the HubSpot Community highlighted a common challenge: sorting table view reports by multiple criteria. The original poster wanted to sort a report first by company owner and then, within each owner, by health score (from worst to best).

The Challenge: Multi-Level Sorting in HubSpot Reports

Unfortunately, HubSpot's standard reporting functionality has some limitations. As one respondent pointed out, true multi-level sorting (like sorting by dimension and then by breakdown) isn't universally available. In most table visualizations, you're limited to a single active sort at a time. This means you can sort by company owner or by health score, but not both simultaneously in a saved sort order.

The discussion also touched on the specifics of sorting by "Health Score," which depends on how that data is stored in HubSpot. If it's a numeric property (e.g., 1-100), you can usually sort by clicking the column header. However, if it's a dropdown or label property (e.g., "Red/Yellow/Green"), the sorting will be alphabetical, not by severity.

Solutions and Workarounds

While a perfect solution isn't always possible within HubSpot's native reporting, here are a few workarounds suggested in the community:

1. Manual Workflow: Sort by company owner and then visually scan for health scores. This is a quick and dirty solution, but it doesn't provide a stable, two-level sort.

2. Introduce a Numeric Health Score: Create a new numeric property (e.g., "Health Score (Numeric)") and keep it synced with your existing health score using workflows. Then, you can sort by company owner or the numeric health score as needed.

3. Verify Health Score Property Type: Double-check that your Health Score property is actually a number field, not a text-based dropdown.

Step-by-Step: Creating a Numeric Health Score Property

Here's how to implement the numeric health score workaround:

1. Create a new property: In HubSpot, go to Settings > Properties and create a new property called "Health Score (Numeric)" with a field type of "Number."

2. Set up a workflow: Create a workflow that triggers when the existing Health Score property is updated. The workflow should have actions to set the "Health Score (Numeric)" property based on the value of the existing Health Score. For example:

   • If Health Score = "Red," then set Health Score (Numeric) = 1
   • If Health Score = "Yellow," then set Health Score (Numeric) = 2
   • If Health Score = "Green," then set Health Score (Numeric) = 3

3. Add the new property to your report: In your table view report, add the "Health Score (Numeric)" property as a column. You can now sort by company owner (by clicking the column header) or by the numeric health score.

ESHOPMAN Team Comment

We at ESHOPMAN believe this HubSpot Community discussion highlights a common frustration with reporting limitations. The suggested workarounds are practical, but it's clear that HubSpot could improve its table sorting functionality. For e-commerce businesses using HubSpot CRM, accurately prioritizing accounts based on health and ownership is crucial, and better reporting tools would significantly streamline this process. We hope HubSpot addresses this limitation in future updates.

While these solutions aren't perfect, they offer ways to gain better insights from your HubSpot data. Remember to choose the workaround that best fits your specific needs and data structure. Keep an eye on HubSpot's updates, as they're constantly improving their reporting capabilities.