# Deal Report Help

**URL:** <https://community.hubspot.com/t/deal-report-help/114958>\
**Category:** Dashboards & Reporting\
**Tags:** professional\
**Created:** [August 21, 2024, 1:39pm UTC](https://community.hubspot.com/t/deal-report-help/114958 "2024-08-21T13:39:50Z")\
**Posts on this page:** 12\
**Page:** 1

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**Author:** ![AJ\_Kakrot](https://avatars.discourse-cdn.com/v4/letter/a/d78d45/32.png) [@AJ\_Kakrot](https://community.hubspot.com/u/AJ_Kakrot)\
**Post date:** [August 21, 2024, 1:39pm UTC](https://community.hubspot.com/t/deal-report-help/114958/1 "2024-08-21T13:39:50Z")

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Hello,

I need help to create a deal and notes custom reports, with this report I want to show case the deals which are created in the current month and show the latest notes that has been entered by the deal owner.

I have already created the report in HubSpot but it deals are repeating because of mutliple notes in each deals. Is there a way to show unqiue deals with the last notes that has been entered by the deal owner? I cannot add the screenshot here because of data interegrity.

Also, in the report can we show the last activity date property with the time? Meaning right now if I use last activity date property in report then it only shows the date but any way to showcase the time of last activity?

Can someone help me to create this report.

Thansk

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**Author:** ![Syeda\_Fatima](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/syeda_fatima/32/36951_2.png) [@Syeda\_Fatima](https://community.hubspot.com/u/Syeda_Fatima)\
**Post date:** [August 21, 2024, 2:53pm UTC](https://community.hubspot.com/t/deal-report-help/114958/2 "2024-08-21T14:53:45Z")

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Hey [@AJ\_Kakrot](https://community.hubspot.com/t5/user/viewprofilepage/user-id/724085) , Hope you are doing well!

I’ve some idea to showcases unique deals with the latest notes entered by the deal owner, and also to display the time of the last activity by following below:

1. **Select**  **Deals** and **Notes** as the primary data sources.

2. **Add the properties f**** or Deals: **such as** Deal Name **,** Deal Owner **, and** Deal Created Date**.

3. **Configure Report to Show Unique Deals with Latest Notes:**

4. **Create a Calculated Property or Use a Filter:**

5. Ensure the report only shows unique deals and the latest note for each deal. You can do this by configuring the report settings to only display the most recent entry.

###### **You can create new report or add in existing to displaying the Last Activity Date with Time**

###### That must have custom property or use HubSpot’s **Activity Timeline** to show last activity.

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<div class="post-metadata">

**Author:** ![AJ\_Kakrot](https://avatars.discourse-cdn.com/v4/letter/a/d78d45/32.png) [@AJ\_Kakrot](https://community.hubspot.com/u/AJ_Kakrot)\
**Post date:** [August 21, 2024, 4:21pm UTC](https://community.hubspot.com/t/deal-report-help/114958/3 "2024-08-21T16:21:19Z")

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[@Syeda\_Fatima](https://community.hubspot.com/t5/user/viewprofilepage/user-id/114957) thank you so much for your response.

This looks very interesting and new to me. Can you please help me create this report as it involves few new things for me. Can you please let me provide me step process to build this report..

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**Author:** ![Syeda\_Fatima](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/syeda_fatima/32/36951_2.png) [@Syeda\_Fatima](https://community.hubspot.com/u/Syeda_Fatima)\
**Post date:** [August 22, 2024, 8:59am UTC](https://community.hubspot.com/t/deal-report-help/114958/4 "2024-08-22T08:59:54Z")

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Hey [@AJ\_Kakrot](https://community.hubspot.com/t5/user/viewprofilepage/user-id/724085), yeah! I can assist you in setting up the report by first analyzing whether your HubSpot portal has access to create calculation properties.

If you could provide access to your portal, I will check this for you and confirm the findings.

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**Author:** ![AJ\_Kakrot](https://avatars.discourse-cdn.com/v4/letter/a/d78d45/32.png) [@AJ\_Kakrot](https://community.hubspot.com/u/AJ_Kakrot)\
**Post date:** [August 22, 2024, 9:21am UTC](https://community.hubspot.com/t/deal-report-help/114958/5 "2024-08-22T09:21:33Z")

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[@Syeda\_Fatima](https://community.hubspot.com/t5/user/viewprofilepage/user-id/114957) we are having HubSpot Marketing & Sales Hub Professional so not sure if this can done on this subscription model. I’m afraid to provide the portal access due to data integrity. Any other way to connect on this matter?

Thanks

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**Author:** ![Syeda\_Fatima](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/syeda_fatima/32/36951_2.png) [@Syeda\_Fatima](https://community.hubspot.com/u/Syeda_Fatima)\
**Post date:** [August 22, 2024, 11:05am UTC](https://community.hubspot.com/t/deal-report-help/114958/6 "2024-08-22T11:05:49Z")

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[@AJ\_Kakrot](https://community.hubspot.com/t5/user/viewprofilepage/user-id/724085) Calculated properties are available only in HubSpot’s **Enterprise**.

With the Professional plan, you would not have access to this feature.

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [August 22, 2024, 11:06am UTC](https://community.hubspot.com/t/deal-report-help/114958/7 "2024-08-22T11:06:52Z")

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> * * *
> 
> [@Syeda\_Fatima](https://community.hubspot.com/t5/user/viewprofilepage/user-id/114957) wrote:
> 
> [@AJ\_Kakrot](https://community.hubspot.com/t5/user/viewprofilepage/user-id/724085) Calculated properties are available only in HubSpot’s **Enterprise**.
> 
> With the Professional plan, you would not have access to this feature.
> 
> * * *

That’s not correct, calculation properties have always been available on the Professional tier: [Create calculation and rollup properties](https://knowledge.hubspot.com/properties/create-calculation-properties)

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<div class="post-metadata">

**Author:** ![Syeda\_Fatima](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/syeda_fatima/32/36951_2.png) [@Syeda\_Fatima](https://community.hubspot.com/u/Syeda_Fatima)\
**Post date:** [August 22, 2024, 11:37am UTC](https://community.hubspot.com/t/deal-report-help/114958/8 "2024-08-22T11:37:35Z")

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Oh yeah! this has been added recently for the professionals as well.

Great finding, thanks much @karstenkoehler

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [August 22, 2024, 11:38am UTC](https://community.hubspot.com/t/deal-report-help/114958/9 "2024-08-22T11:38:17Z")

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> * * *
> 
> [@Syeda\_Fatima](https://community.hubspot.com/t5/user/viewprofilepage/user-id/114957) wrote:
> 
> Oh yeah! this has been added recently for the professionals as well.
> 
> Great finding, thanks much @karstenkoehler
> 
> * * *

Not quite, this has always been on the Professional tier.

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<div class="post-metadata">

**Author:** ![AJ\_Kakrot](https://avatars.discourse-cdn.com/v4/letter/a/d78d45/32.png) [@AJ\_Kakrot](https://community.hubspot.com/u/AJ_Kakrot)\
**Post date:** [November 20, 2024, 8:45pm UTC](https://community.hubspot.com/t/deal-report-help/114958/10 "2024-11-20T20:45:13Z")

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[@Syeda\_Fatima](https://community.hubspot.com/t5/user/viewprofilepage/user-id/114957) @karstenkoehler I’m still struggling to create this report can anyone of you please help?

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<div class="post-metadata">

**Author:** ![AJ\_Kakrot](https://avatars.discourse-cdn.com/v4/letter/a/d78d45/32.png) [@AJ\_Kakrot](https://community.hubspot.com/u/AJ_Kakrot)\
**Post date:** [August 22, 2024, 3:13pm UTC](https://community.hubspot.com/t/deal-report-help/114958/11 "2024-08-22T15:13:21Z")

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@karstenkoehler [@Syeda\_Fatima](https://community.hubspot.com/t5/user/viewprofilepage/user-id/114957) thanks both of you.

Can anyone of you please help me for building the requested report. I’m still struggling on this.

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<div class="post-metadata">

**Author:** ![AJ\_Kakrot](https://avatars.discourse-cdn.com/v4/letter/a/d78d45/32.png) [@AJ\_Kakrot](https://community.hubspot.com/u/AJ_Kakrot)\
**Post date:** [November 25, 2024, 9:10pm UTC](https://community.hubspot.com/t/deal-report-help/114958/12 "2024-11-25T21:10:16Z")

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@karstenkoehler can you please help me with this report where i want to showcase only unique records
