Hello everyone!
I need to run a report showing the specific information for accounts assigned to an employee.
This report needs to have the company name, city, and state. No problem!
The problem is that they’d like this report to include the latest notes entered by this employee.
I can’t seem to find that field or create it to be included in this report.
Any suggestions or help is greatly appreciated.
Thank you!
Hi @WVelazquez
Notes are an activity in HubSpot, not a property on a contact or company record. If you want to include them in a report, you need to use the Custom Report Builder (Menu > Reports > Reports > Create custom report > Custom Report Builder). Select your main object as a data source plus “Sales activities”. You can then add a report filter for “Activity type” to only show notes.
Let me know if you have follow-up questions!
Karsten,
You are correct, it is an activity, not a property, hence the dilemma.
I will try your suggestion! Thank you SO MUCH!
WVelazquez
Can I ask how this can be enhance further to show the notes just for a particular deal?
This is the exact thing I am trying to do: create a report for a client that includes notes that the employees record under the Company Activities. When I try your suggestion I go to Activities > Notes in the report builder and pull it into my table-style report and I’m getting the @@MISSING@@ error message. To me this indicates some sort of upstream problem where I’m not, somehow, having that field available to pull in to the report even when I know for 100% certain that there is data there for a new client. What am I missing? Is there a tutorial video that addresses this?