CRM

mdrnd
Participant

Reports for viewing the companies that have not been contacted in the last X period

SOLVE

Hi there,

 

Trying to create a report for the companies that have not been contacted in the last 30 days for instance.

 

The activities should include meetings, calls and emails.

 

Any idea how I can create the report?

 

Thanks

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reports for viewing the companies that have not been contacted in the last X period

SOLVE

Hi @mdrnd,

 

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:

 

karstenkoehler_0-1633011313521.png

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reports for viewing the companies that have not been contacted in the last X period

SOLVE

Hi @mdrnd,

 

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:

 

karstenkoehler_0-1633011313521.png

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.