Create a report that shows the owner of a ticket during different phases of the ticket

Service Hub Tickets & Conversations
1

Hi,

Is it possible to create a report of who was the owner of a ticket during each stage in the ticket pipeline? We want to get a count of the ticket owner during the different ticket statuses, but I can’t figure out how to generate this report.

Thanks!
Jess

2

Hi @jessreilley,

Not out of the box, no. You would have to set up a property for each stage, a user property:

  • Stage 1 user
  • Stage 2 user
  • Stage 3 user

etc

These user properties can be created like any other property (dropdown, single-line text, number). Simply select the HubSpot user property type.

You would then have to set up workflows that, when a deal enters a certain stage, copies the deal owner into the corresponding stage owner.

Going forward, you would then be able to report on owners in each stage or create a table view to see which owner a deal has had in a specific stage.

If your deals tend to change owners, you might want to consider if these changes are role-based. In that case, you could create an owner property for each of these roles which might make reporting easier.

Best regards!