Task Reporting

Esteemed Advisor

While I have upvoted this ides - https://community.hubspot.com/t5/HubSpot-Ideas/Task-Reporting/idc-p/268909#M34224  am concerned there is not enough attention to it.


Does anyone have a workaround for task reporting, lists, etc?


Thank you.



2 Replies 2
Top Contributor | Gold Partner



I have looked into your issue and from what I can gather, it could be possible. I have suggested a solution below but please let me know if this does not answer your question:


1) Do you have the reporting add on? 


If so, 


You can create a 'Cross Data Set' report which allows you to choose between 'Contacts', 'Companies', 'Deals' and 'Activities'. Please note that you can only choose 2 of options to report on. 


I chose contact and activities as an example; Using this, you can find the following fields under the activity list:


> Task Title

> Task Type

> Task Status

> Task Notes


As long as those fields are completed, this should work. 


I used the contact properties First Name and Last Name for the use of the example.


Please let me know how you get on. 

Elysha Shave

Esteemed Advisor

@ElyshaShave  Thank you for your response. I neglected to state at this time we are a Free CRM user.


I will check into this.