I’m trying to report on our sales team’s “activities” and for some reason, I do not have the option to select all of the different types of activities.
This is really limiting our ability to use the “activities” as a sales team because our sales managers can’t actually see all of their activities in the report.
Example - my activity selection options:
Hi @Kaluginbill,
Could you elaborate which activity types you’re missing here?
It looks like you’re editing a report from the report library. Options can be limited here, this is expected behavior. If you create a report from scratch (in the custom report builder), you’ll likely see the options that you’re missing. If you could share the name of the report from your screenshot, I can confirm.
Best regards
Hi Karsten,
I am specifically trying to use the “sales completed activities report” -- do you know if it is possible to recreate this report and add in the other options?
I created a custom activities report, but it dumps everything into “No value” except for tasks. Is there a way around that or do these reports have to hinge off of the task property type? Seems pretty disconnected.
@Kaluginbill what exactly do you mean when you say task property type? What exactly are you missing? Can you share a screenshot of your custom report settings?
I figured this out. I thought because the standard HubSpot report did not have that as an option, that it was not an option but I found a way to report on this via custom reporting. Thank you!
