Activity Reporting & the Date Modified Field

Occasional Contributor

At my company we are trying to get a better idea of how much research and data appending activity our salespeople are engaging in.  I have instructed them to use Notes to when they find articles, executive background info, or come upon research in DiscoverOrg about a prospect's product suite, but I was also hoping to find a way to report on how many records they are "touching" per day when they make changes to fields that aren't worthy of making a full Note.  I considered reporting on the Date Modified field, but this is problematic because there is a system field called "Likelihood to close" on Company records that makes the Date Modified field update at random, messing up this type of reporting.  Once we start doing marketing campaigns that potentially auto-append data to Company and Contact records, the Date Modified field won't work at all.

 

We have the Bayard Bradford Hubspot API to Microsoft Power BI connector so I can pull out basically anything that can come through the API, giving us more access to the data than regular HubSpot reporting.

 

Questions:

-Is there a field or method of reporting that only shows when fields/records have been changed by a manual process rather than an automated one?

-Is there a way to report on when or what records are edited by a specific user?  Or what specific changes they have made?

-Is here a better way of reporting on research and field editing activity that I haven't considered?

-How do you track sales activity at your company to ensure accountability?

 

I'd love to hear y'all's thoughts and really appreciate any help you can provide.

3 Replies 3
Community Manager

Hi @HubHero,

 

1. Is there a field or method of reporting that only shows when fields/records have been changed by a manual process rather than an automated one: not in a default report. 

 

If you had specific fields that are only being set by people, you could use a workflow to trigger actions when a field is updated. 

 

-You could also create a custom report based on a specific property (which you could choose). 

 

2. Is there a way to report on when or what records are edited by a specific user?  Or what specific changes they have made? No

 

3. Is there a better way of reporting on research and field editing activity that I haven't considered?

-This would depend on what type of research you are doing, and whether you are open to the information being stored in more granual areas. For example, if you are looking for the same pieces of information for all companies/contacts/etc. you could create a property for that specific piece of information, and then be able to report on that property. 

 

4. How do you track sales activity at your company to ensure accountability?

 

I want to pull in some subject matter experts to see if they have any thoughts on this. @Mike_Donnelly@Josh@Yeti_Mike do you have any tips for @HubHero?

 

Thanks,
Jenny


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Regular Contributor

We would love this functionality as well... we want to be able to report on when a field was completed and/or updated so we can track how often these are being used... At the moment we have to go into each individual record to see the property history but want to be able to report on this on an overall level i.e. for this week, how many contacts had field x compelted/updated

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Occasional Contributor

It is so strange that this information is tracked and available on an individual basis, yet there is no capability for reporting across multiple records.  The data is there already!!!