Activity Report

JBlenderman · ‎fev 10, 2022

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?

karstenkoehler · ‎fev 10, 2022

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

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karstenkoehler · ‎fev 10, 2022

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.

Dashboards & Reporting

Activity Report

Activity Report

Activity Report

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