Sep 13, 2021 1:16 PM
I noticed that the Activity Assigned To filter, for example, does include all users in Hubspot. Is there a way to limit what users can be added to a report based on permissions or a team?
Sep 13, 2021 1:57 PM
Happy to help! It's currently not possible to limit what users can be added to a report based on permissions. However, if you are looking to segment an object or activity in a report, you could use the HubSpot Team filter in the custom report builder. Please see this attached filter example from my account:
I hope this helps get you started!
Sep 13, 2021 10:27 PM