Activity Log/Report

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New Contributor

Is there away to download all my activity through out the day. I work from home and right now have a spreadsheet of every contact I spoke with and every task I completed that I submit to my boss. This CRM is great but now Im doing double the input.

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Community Manager

Hi @MobileAuto, thanks for your question. I'm sure you know that you can view all of your recent activity information in your CRM dashboard, under the "Productivity" card. However, as of now, you cannot export this information from the CRM, though this is definitely something we're working on.  

 

One good way of getting this information from your CRM is by using the "Last Activity Date" property. This property allows you to see the last time a note, call, email, meeting, or task was logged for a contact. In this scenario, you could create a view based on "Last Activity Date is equal to Today", to find all of the contacts for whom you performed an activity on that day, and then export those contacts. See explanatory screenshot here: http://www.screencast.com/t/cWmfleMDlG

 

Though it doesn't correspond to your request exactly, I hope that this suggestion is helpful. In addition, I would definitely suggest that you post about your wish to export Dashboard information on the Ideas board here in the Community, including your particular use case, as this is a great way to let our developers know about the features that our customers would find most useful.

 

Let me know if you have any question on the above! -May 

New Contributor

HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your boss look at your day in the Sales Dashboard, which would show how many activities you completed for the chosen time period.

7 Replies 7
Highlighted
Community Manager

Hi @MobileAuto, thanks for your question. I'm sure you know that you can view all of your recent activity information in your CRM dashboard, under the "Productivity" card. However, as of now, you cannot export this information from the CRM, though this is definitely something we're working on.  

 

One good way of getting this information from your CRM is by using the "Last Activity Date" property. This property allows you to see the last time a note, call, email, meeting, or task was logged for a contact. In this scenario, you could create a view based on "Last Activity Date is equal to Today", to find all of the contacts for whom you performed an activity on that day, and then export those contacts. See explanatory screenshot here: http://www.screencast.com/t/cWmfleMDlG

 

Though it doesn't correspond to your request exactly, I hope that this suggestion is helpful. In addition, I would definitely suggest that you post about your wish to export Dashboard information on the Ideas board here in the Community, including your particular use case, as this is a great way to let our developers know about the features that our customers would find most useful.

 

Let me know if you have any question on the above! -May 

Pam
New Contributor

Hi @moonwebstrategy - Does hubspot have this ability to download yet? Just checking in as this post was in 2016, so maybe it's available and it would be really good to have as I would like to summarise and sort activity notes etc. 

 

Cheers

New Member

Is it now possible to run a report on last sales activity note content from hubspot for each of my contacts? eg you can see the last activity date and what that is in a binary way, but the content of the associated comment adds context and aids productivity.

Many of the competitor systems have this and it would be very useful as a field to have for reviewing in meetings. 

New Contributor

HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your boss look at your day in the Sales Dashboard, which would show how many activities you completed for the chosen time period.

Community Manager

Thanks for sharing @allison!

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Occasional Contributor

How about now?  As a sales manager it seems weird that I can't download any sort of report on activities.

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Top Contributor

@Pam and @MMontoya

While it is still the same status with not being able to export logged activities into CSV with a native tool it is possible to export all completed task into a CSV using a third - party solution Import2 Wizard.

  1. You set up a connection on Wizard UI connecting your Hubspot account and choosing a record type to export: Tasks
  2. Configure export, filtering set up and choosing which fields to include in the export and download CSV:  you can select to export only completed tasks

Screen Shot on 2018-09-14 at 19_25_45 (1).png

Here is a good overview on this topic: https://blog.import2.com/extracting-client-engagement-history/

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