topic Re: Attachments on deals/companies - report in Tips, Tricks & Best Practices

Attachments on deals/companies - report

Edyta7510 — Mon, 01 Aug 2022 09:17:22 GMT

Hi there!

I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts.

Is there any way to pull this off in HubSpot?

I would simply need to see #attachments by sales rep + #attachments by company.

Thanks!

Edyta

Re: Attachments on deals/companies - report

Bryantworks — Mon, 01 Aug 2022 10:23:43 GMT

Hey @Edyta7510,

Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could even do this with the API.

Re: Attachments on deals/companies - report

Edyta7510 — Mon, 01 Aug 2022 11:29:17 GMT

thanks @Bryantworks !

too bad, but well, will have to live with it.

Re: Attachments on deals/companies - report

SaraSyncMatters — Thu, 01 Jun 2023 20:34:59 GMT

I found this thread and it's working for my needs. Might help here - https://community.hubspot.com/t5/Dashboards-Reporting/Attachment-Report/td-p/719125

Essentially, use a custom report builder. With Deals and Activities for sources. Find attached file IDs and play with the setup.

Re: Attachments on deals/companies - report

kvlschaefer — Fri, 02 Jun 2023 19:37:24 GMT

Hi @SaraSyncMatters,

Thank you for sharing this thread with us!

Best,

Kristen