Dashboards & Reporting

JBlenderman
Member

Activity Report

SOLVE

Hey guys,

 

I am looking to create a weekly report of:

 

Calls

Tasks

Emails

 

This would be by rep. Could someone help me with this? 

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

Activity Report

SOLVE

Hi @JBlenderman,

 

There is a default report in the report library for this. Navigate to Menu > Reports > Reports and click Report library in the top right corner. Now search for "Activity leaderboard by team with type breakdown". You can further customize this report if needed.

 

Let me know if you have any follow-up questions!

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.

View solution in original post

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

Activity Report

SOLVE

Hi @JBlenderman,

 

There is a default report in the report library for this. Navigate to Menu > Reports > Reports and click Report library in the top right corner. Now search for "Activity leaderboard by team with type breakdown". You can further customize this report if needed.

 

Let me know if you have any follow-up questions!

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.