Dashboards & Reporting

NDooly
Participant

Date Range Last 4 weeks or last 30 days

SOLVE

Hi 

I'd like to create an activity (calls & meetings) report for my sales team and set the date to be last 4 weeks or last 30 days. Any idea how to do this?

Tks,

Neal

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Date Range Last 4 weeks or last 30 days

SOLVE

Hi @NDooly,


if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

You would choose Activities as data source, them simply filter the report (tab Filters) by 'Activity date is less than 30 days ago'.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Date Range Last 4 weeks or last 30 days

SOLVE

Hi @NDooly,


if you want a custom report (anything not in the report library), that requires a Professional or Enterprise subscription: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

You would choose Activities as data source, them simply filter the report (tab Filters) by 'Activity date is less than 30 days ago'.

 

Best regards!

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.