Is there a report (or could there be a report) in Hubspot that lists all of the notes in one spot and also which opportunity/account they are associated with?
Hi @LINCScott,
Yes, navigate to Menu > Reports > Reports > Create report > Custom report builder. Select Primary data source “Sales activities” and “Companies”.
Then, set Filters for “Activity type is any of Note”. Under Configure, add Note body and Company name. Pick the table visualization (under Chart) and voilà.
Let me know if you have any follow-up questions.
Wow, thank you. That was super helpful and I was able to get started.
My report looks like this:
How might I get the actual note to appear next to the name instead of clicking in to read it?
Scott
Hi @LINCScott,
You didn’t include a screenshot in your report, can you share again? (directly in the browser)
Best regards
Hi @LINCScott,
Have you followed the exact steps above?
It looks like there’s an aggregation applied, you can change that to “None”:
Hope this helps!
Hubspot added that aggregation. Otherwise, I get an error.
I’m not the most proficient with custom reports. Can you screen shot how that should look on the customization screen?
Hi @LINCScott,
Have you followed the exact steps above? Are Sales activities your primary data source?
Best regards
Sorry, Sales Activities was in the checkboxes but not primary. That helped a great deal.
Hi @LINCScott,
That looks correct. As far as I know, it’s currently not possible to display the full note.
Best regards!
Thank you, Karsten!