Meeting Report: display link to result

Smart CRM & Sales Hub Dashboards & Reporting
2

Hi @MHermansen,

This one’s a bit unintuitive. To get the link, you need to do the following.

  1. Create a single object report
  2. Choose Activities as a data source (not Meetings)
  3. Filter by activity type = meeting
  4. 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.

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Have a great day!