Question: If you wanted to build a report with deals as your primary object and companies as your secondary object, what information would be included in your report?
- All deal records and all company records will be included after the join.
- All deal records and any associated company records will be included after the join.
- All company records and any associated deal records would be included after the join.
- All records except for deal and company records would be included after the join.
Explanation
When building a report with deals as the primary object and companies as the secondary object, HubSpot includes all deal records and only the company records associated with those deals. This ensures that every deal is represented while linking relevant company information. Using a primary/secondary object structure allows cross-object reporting while maintaining the focus on the main dataset. This approach supports accurate aggregation and filtering based on deal-centric metrics while referencing company-level data.
Why the other options are incorrect
Option A is incorrect because only associated company records are included, not all companies.
Option C reverses the primary and secondary objects, which changes the report context.
Option D is incorrect because deals and companies are precisely the records included.
Source for verification
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