Dashboards & Reporting

WHawkins3
参加者

Call Log Reporting

Hello, 

 

I am currently putting together a table report with call log details per sales person.  I am currently running into an issue where I would like to add who the call was with.  

 

I need to find a way to add 'Contacted (Name)' to the report.  Customer name does not work, and there is no preset option for 'Contacted' via a call log. 

WHawkins3_0-1681417606721.png

 

Thank you, 

Wyatt

 

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4件の返信
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Call Log Reporting

Hi @WHawkins3,

 

Custom reports in HubSpot should let you display the contacts associated to an activity, in this case a call:

 

karstenkoehler_0-1681446862123.png

 

Can you share a screenshot of your report settings?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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WHawkins3
参加者

Call Log Reporting

Hello @karstenkoehler 

 

I am not able to search for associated contact in my available fields.  The activities are being assigned to a certain company not a particular deal.  

 

Here is my current report settings and fields: 

WHawkins3_0-1681479272125.png

WHawkins3_1-1681479308915.png

 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Call Log Reporting

Hi @WHawkins3,

 

If you're in the custom report builder and have the contact object in there as a source, have you tried simply adding First name and Last name to the report?

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.

WHawkins3
参加者

Call Log Reporting

I tried your idea below and also with Contact Name.  It still ends up repeating the same call notes for all contacts of that company, not just the person on the call log.  

 

WHawkins3_0-1681500553156.png

 

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