Hi,
I am trying to set up a report that shows the weekly activies of sales reps, with the peculiarity that it should display only category A activities. Since “Activities” is not a default object in Hubspot, I cannot create properties such as “Activity Category”. Any ideas or workarounds that could achieve the same result?
Hi @Lvvagner,
Could you please provide more context about what exactly your activity categories are?
Best regards
Activity Category A = revenue critical, category B = support, category C = internal.
The defaul report by Hubspot does not distinguish between any categories, it merely distinguishes between the activity types (call, meeting, etc.)
@Lvvagner could you elaborate on what exactly “revenue critical activities” would be? Specific calls and meetings and emails, for example?
If so, whatever criteria you would apply to categorize them into this bucket, you might be able to filter for activity names (call title, meeting title), users categorizing activities (call and meeting types) or email subjects and email bodies.
Applying these filters in an activities report would only return activities with matching titles / types / contained keywords. From this point on, it would be a matter of the teams using the correct naming and maintaining the correct call and meeting types.
Ok I see. Yes, we define revenue critical e.g. sending a quote to the prospective client, or the invoice for recurring revenue deals.
Does the workaround with name also work for calls or tasks? I have just seen that name would be the filter for meetings.
@Lvvagner yes, there would be a “Task title” filter, for example. It’s different for each activity type, unfortunately, but you could include activities where type is “Task” and task title contains any of “[keyword]” OR activity type is “Meeting” and meeting type is “Quote call” OR etc
If I added the data source “Companies” and use e.g. the property “ABC Customer” (A = top 20% customers in terms of revenue…) and use that as filter would that work out? So each activity needs to be associated to a company and based on the company only activities with “A” customers are counted.
@Lvvagner yes, that’s exactly how that should be done. The report would only show activities associated to companies matching the filters.
Thank you so much, @karstenkoehler, for generously sharing your experience and insights with the HubSpot Community.
We truly appreciate your contributions! 
Thanks a lot, I will try to implement it!