Creating a report and dashboard for my deals

[AManess]

I was wondering if there is a way to create a report around My Deals which would populate by user based on the log in similar to my tasks?

[karstenkoehler · Accepted solution]

Hi @AManess,

Could you be more specific, which report exactly would you like to run?

Generally, the easiest way to access "my" deals is via the deals index page: Menu > Sales > Deals. You should see a tab for "My deals" there:

This populates dynamically for the user that is looking at it and you can customize the columns, too: https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views

It's currently not possible to create custom reports that are dynamic to the viewer (e.g. would show different information depending on who's looking at it). You would have to create different report for each person that is interested in them.

Best regards!

[FTrützschler]

Hi, I'm a bit surprised about your answer, since other users were able to create reports on deals as seen here: https://community.hubspot.com/t5/Dashboards-Reporting/quot-Created-by-quot-Deal-Report/m-p/361970

I have also done it, although I still have some difficulties with it.