Pulling a report from recent activity on my deals

[Edyta7510]

Hi all, 

It would be a great thing to increase the productivity of our reps if they were able to pull a report on what were their latest actions on their own deals (say, every Monday) to have a quick view of what are the next steps/where to follow up. 

As activity, I mean any notes, logged emails, files that were added, etc. 

I initially wanted to use tasks in this case, but they may not always do the trick. 

Is there a way to pull such a report from HubSpot? 

Thanks!

Edyta

[Edyta7510]

This is exactly what I was looking for! Big thanks @karstenkoehler 

[karstenkoehler · Accepted solution]

Hi @Edyta7510,

This is possible with a cross-object report. Navigate to Menu > Reports > Reports > Create custom report > Cross-object > Deals + Activities. These are the report settings that you could use to get started.

Filters

Visualization

Your visualization should look like this:

Let me know if you have any questions!