Understanding Dynamic Date Ranges in HubSpot Reports
A guide to setting up automatic date adjustments for accurate reporting
Overview
In this article, we will guide you through setting up dynamic date ranges in your HubSpot reports. This setup ensures that your reports automatically reflect the latest metrics, such as year-to-date updates, allowing for accurate, real-time insights into your data.
What are Dynamic Date Ranges?
Dynamic date ranges are features within HubSpot reports that allow the date settings to adjust automatically based on the current date. For example, if you select a rolling date range like "last week" or "month-to-date," the report will consistently update itself without requiring you to make manual changes.
How to Set Up Dynamic Date Ranges
To implement dynamic date ranges in your reports, follow these steps:
- Select Your Report: Begin by navigating to the reports section of your HubSpot CRM.
- Access Date Range Settings: When configuring your report, locate the section that allows you to select the date range.
- Choose Dynamic Options: Select options for rolling or dynamic date ranges, such as "Year to Date," "Last 30 Days," or "Last Month."
Custom Date Ranges
It’s important to note that if you set a custom date range (e.g., from January 1, 2023, to March 1, 2023), this range will not update automatically. You will need to manually adjust the dates each time you want to change the reporting period.
Conclusion
Utilizing dynamic date ranges in your HubSpot reports enhances your ability to monitor current metrics efficiently and saves you time on manual updates. Whenever possible, opt for rolling date options to keep your reporting relevant with minimal effort.
For further assistance or in-depth instructions, consider checking our comprehensive article on report customizations or reaching out to support for personalized help.