Task Reporting

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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.

 

 

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Top Contributor | Gold Partner

Hi, 

 

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. 



Thanks,
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.

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