tema Re: Report for Number of Unique Interactions with a company en Paneles e informes

Report for Number of Unique Interactions with a company

Alex_L — Wed, 17 Nov 2021 22:52:36 GMT

Hello Hubspot Community!

This is my second week learning how to use Hubspot in my new position. I was tasked with finding unique interactions for each company by date. For example, a sales rep had three interactions with Company "ABC" on three separate dates. I would like to generate a report that reflects this with all companies and respective contact date(s). Ideally, the final report will have just two columns: company name, contact date(s).

I did some digging around with similar questions on the community and saw that Hubspot only registers last contact date but not a record of all contact dates with that specific company. Is this still in effect? If so, I assume this report would be not possible?

https://community.hubspot.com/t5/Dashboards-Reporting/Report-Number-of-unique-companies-contacted/m-p/461700#M4418

Best,

Alex

Re: Report for Number of Unique Interactions with a company

karstenkoehler — Thu, 18 Nov 2021 06:13:12 GMT

Hi @Alex_L,

It's possible to create these kinds of reports (either a single object Activities report or a cross object Companies and Sales Activities report) but it's not possible to get a list of dates in one column. HubSpot is storing the dates of activities and they can be accessed via these reports but it's not possible to get a list of dates in one column, separated by commas, see below. HubSpot will simply treat dates as individual columns or as something to be aggregated by week, month, year:

So unfortunately, the report that you're looking for, at least in this exact way, cannot be created.

Best regards!

As often the case with HubSpot reports, if you're okay with

Re: Report for Number of Unique Interactions with a company

Alex_L — Thu, 18 Nov 2021 23:23:29 GMT

Hi @karstenkoehler ,

Thanks for the detailed explanation and screenshot!