You wouldn't even necessarily have to create a report if you're simply looking for a list of those companies. You could navigate to Menu > Contacts > Lists and create a company-based active list around the Last activity date:
The last date and time of a note, call, sales email, meeting, task, or chat on the company record. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record. For example, if a user logs a call today for a call that occurred previously, the Last activity date property in the record will show today's date.
Simply set the list criteria as follows:
You could further narrow down list criteria to exclude customers, for example.
For easier access, you could create a filtered view under Menu > Contacts > Companies. Click More filters, select List membership and find the list that you just created. This filtered view can then be saved.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You wouldn't even necessarily have to create a report if you're simply looking for a list of those companies. You could navigate to Menu > Contacts > Lists and create a company-based active list around the Last activity date:
The last date and time of a note, call, sales email, meeting, task, or chat on the company record. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record. For example, if a user logs a call today for a call that occurred previously, the Last activity date property in the record will show today's date.
Simply set the list criteria as follows:
You could further narrow down list criteria to exclude customers, for example.
For easier access, you could create a filtered view under Menu > Contacts > Companies. Click More filters, select List membership and find the list that you just created. This filtered view can then be saved.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer