Hi, I’m new to reporting in Hubspot. So far, have discovered how to set up a report to display meetings and filter them by:
- created by ID/user
- meeting type
- creation date
But, I cannot seem to find out how can the results be linked to the actual meeting, (example below)
Report --> meeting created in april + by ID xx + type yy
Results displayed --> 3 meetings (# count of activities that match above filters)
When I try to access those 3 results, I can see name of meeting, date, and quite lot of information, except for a link that takes me to THAT particular meeting. How can I do that??
Link I am refering to, is the one that can be access through the “actions” menu of the meeting, “copy link” as shown in pic attached
This one’s a bit unintuitive. To get the link, you need to do the following.
Create a single object report
Choose Activities as a data source (not Meetings)
Filter by activity type = meeting
Customize the rest of the report to your liking
When you click into a report now, HubSpot will automatically have added ‘Associated contacts’ and ‘Associated companies’ in the raw table display. Clicking on any record will take you to the meeting activity.
It appears that after the recent update to the report features, this no longer occurs. As you can see in my screenshot below it just pulls the type and there’s no link or even an option to add “Associated contacts” or “Associate companies”.
Hi,
I am trying to do the same, I can see from single object reports that there is no Activity object available Anymore. I guess things have chnaged but how would I do that now?
Hi @GreggiX,
Thank you for posting to the Community!
Can you please provide a screenshot of what you are seeing when selecting the ‘Primary Data Source’ for the single-object report?
There should be an ‘Activities’ option under ‘Sales.’
Cassie, Community Manager
I have added a screenshot as requested
As you can see I have no Activity and even then I am not sure I would be able to select the contact ID and Company ID from there using the single object report.
If I use the multiple object report I can select activities and add Contacts and Company record but when I click the link it does not bring me to the correct activity. Right now I cannot use the report as my team cannot jump to the activity and amend what they need to …
Many thanks,
Greg
Hi @GreggiX,
Thank you for reaching back out. Do you mind re-attaching the Screenshot to the thread? It doesn’t look like it was attached in your most recent response.
Thank you!
Cassie, Community Manager
Thank you very much for your reply, I endeed created the report as you mentioned, and as part of the results I can see the meeting name, and other info, but when I click to expand (“Report details”) there are 2 kind of results I get:
2) if meeting is not related to any particular customer and/or deal, there is no link that can take me to that meeting directly. To find it have to do a separte search, which is an extra step that would love to skip if possible
Below an screenshot of report setup filters and highlighted results. By the way, if I take out secondary data sources like: contacts, deals, companies… results just show text, and no link to that particular result
@MHermansen this looks like you created the report in the custom report builder, not as a single object (see my previous reply). Can you double check? Create custom single object reports
