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JMayhew6

‎Nov 7, 2022 10:23 AM

Contributor

Anyone got any tips on a task aging report?

I have request from a sales manager to set up a report that shows sales rep tasks alongside aging information. I know how to quickly and easily set up a report that simply lists overdue tasks (and have done so), however the sales manager is requesting some information which is more unique than just that. She would like to know

  • How many days a task is overdue
  • Tasks that have been completed since the last time this report was sent out (she would like it emailed out to her weekly, so that would be the time frame.) 
  • Bonus points if the report can show the lifecycle of a task (stage) and how long it took from creation to completion. 

As you can see, this is a bit more sophisticated than a simple 'overdue task report' in HubSpot. If anyone has set this up (or something similar) I'd greatly appreciate any advice. 

 

0 Upvotes
1 Reply 1
PamCotton
Community Manager

‎Nov 7, 2022 5:33 PM

Community Manager

Anyone got any tips on a task aging report?

Hello @JMayhew6 Happy Monday!

Let's invite our top experts to this conversation @ElyshaShave @FelipeFelix @Josh any recommendations to @JMayhew6 matter?

 

Thank you,

Pam

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Anyone got any tips on a task aging report?
Sales
Nov 7, 2022