I’m trying to create a custom report that shows who within my team has created a deal. It appears to be some-what working, bu…

@adobson if they’re created by automation, they’re not created by a user – there isn’t a way to change that. But you can alwa…

Hi @adobson , Are all deals created manually or do some come from automation, imports, API? You can check by including the re…

Great question! The majority of them are automated, which is probably the problem. Is there a way to bypass that?

Hi @adobson What are your settings and filters for the report? Have you look at record source and it’s drill-down properties…

Deal Created by Field

Smart CRM & Sales Hub Dashboards & Reporting

adobson January 16, 2025, 6:08pm 5

Deal owner is different from created by (for our team). We have an Inside Sales team that creates the deal and passes it off to our Sales Reps.
Thanks for the clarification!

Topic		Replies	Views
"Created by" Deal Report Dashboards & Reporting	5	6852	July 11, 2022
Who created this deal? HubSpot Ideas reports	3	2143	July 21, 2021
Reporting On Deal Creator HubSpot Ideas account-settings , reports , object	4	2474	December 14, 2021
Reports beta - make 'created by user ID' a usable property HubSpot Ideas reports	4	3281	February 7, 2022
Workaround for "Created by" Deal Report Dashboards & Reporting professional	5	2229	July 14, 2022

Deal Created by Field

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