Dashboards & Reporting

topaz99
Member

Customize Dashboard with latest activity

SOLVE

HI, I am trying to make my dashboard/homepage just show a feed of latest activity, and recently updated contacts in chronoloigcal order, similar to what is shown on th emobile app. Is this posible?  The reports are very nice but mouch more detailed than anything I need to view ar first glance.

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rikkilear
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Customize Dashboard with latest activity

SOLVE

Hey Topaz,

 

To do that I would go to 'Add Report' in the top right corner and take a look through the report libarby.

 

If you first type in the search 'Activity' there are 9 options of per built activity reports, I believe 'Activity report timeline' sounds like what you are looking for.

 

Next I would remove that search and tick the 'Contacts' filter on the left slide. There are a lot of contact based reports, I believe 'Contacts most recently created' sounds like what you are looking for.

 

With these two reports at the top of your default dashboard it should give you the experience you want 🙂



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1 Reply 1
rikkilear
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Customize Dashboard with latest activity

SOLVE

Hey Topaz,

 

To do that I would go to 'Add Report' in the top right corner and take a look through the report libarby.

 

If you first type in the search 'Activity' there are 9 options of per built activity reports, I believe 'Activity report timeline' sounds like what you are looking for.

 

Next I would remove that search and tick the 'Contacts' filter on the left slide. There are a lot of contact based reports, I believe 'Contacts most recently created' sounds like what you are looking for.

 

With these two reports at the top of your default dashboard it should give you the experience you want 🙂



----------------------

Did my post help answer your query? Help the Community by marking it as a solution.


Full HubSpot agency: https://www.digital22.com/


Free HubSpot Training: https://www.digital22.com/free-2021-training