Daily activity

[gslevine]

I'm evaluating with the free version, and would like a daily digest, report, or view of all activity from the last 24 hours, or selectable period (like last 7 days) for myself and my other evaluating user.

How can I get this without having to click on all of my deals and viewing individual deal activity?

[karstenkoehler · Accepted solution]

Hi @gslevine,

Reporting in the free CRM is limited to the report library, you cannot create custom reports. The report library is however quite large: https://knowledge.hubspot.com/reports/use-a-report-from-the-report-library

Pick the ones you like, place them on a dashboard and have them sent to you as a recurring email: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

Best regards!