topic Reporting on Tasks in 💬 RevOps Discussions

Reporting on Tasks

leenalzubi — Wed, 08 Mar 2023 20:13:48 GMT

Hi there!

I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way?

Thanks!

Re: Reporting on Tasks

jolle — Thu, 09 Mar 2023 02:00:16 GMT

Hey @leenalzubi, thanks for reaching out!

If you have a Professional subscription or above, you're able to use the custom report builder (more info in this HubSpot Knowledge Base article).

Within that builder, you're able to report on a bunch of task properties, including the due date:

If you don't have access to the custom reports builder, just heading directly to Sales > Tasks and filtering by due date will be your next best bet.

You could also try using the "Next activity date" property on the associated contact/company/deal record, though that property references any future activity, not just tasks.

Hope this helps!!

Re: Reporting on Tasks

leenalzubi — Thu, 09 Mar 2023 14:29:03 GMT

Thank you @jolle, for this and for my other question!

Re: Reporting on Tasks

jolle — Thu, 09 Mar 2023 15:27:28 GMT

Happy to help 😄