Hello HubSpot Community! My org is on the Starter plan, so I don’t have access to custom reporting. I want to create a simple activity report that uses the following criteria - date range, Activity type=Meeting, Outcome=Complete, and the report shows the Company Name and Contact(s) on the Meeting Activity. That way I can easily pull a report of how many meetings were complete during a week or month. I looked through all of the out of the box reports and could not identify one that I could modify with this criteria, would appreciate if anyone could guide me on this. Thank you!
Hi @MichB3,
If none of the reports from the library meet your requirements, then unfortunately this won’t be possible in a Starter portal. Custom reports require a Professional subscription. You would either have to upgrade or compromise by using one of the existing reports.
Best regards!