Detailed Activity Log Report

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Contributeur occasionnel

Hi,

How to set up a report to export contacts with its corresponding activity details entered under log activity: call, email, meeting, within a certain time frame?   While I am able to set up a report with contacts filtered "per last activity date", this report does not include the corresponding calls, emails or meetings logged under each of these contacts (as listed on the contact's timeline).  Can anyone assist? Thanks!

 

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Contributeur de premier rang

I can't think of an easy way to do this...and to be honest, I can't even think of a hard way to do this. You might be able to set up something that pulls from an API, but I haven't tried to do it so I can't walk you through it. 

 

If you let me know what problem you are trying to solve, I might be able to point you to a different way of coming at a solution.

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Contributeur régulier

We need this exact same thing. While I can filter for daily activity for each sales reps contacts it does not tell me WHAT the contact was. Was it a phone call and it's status, was it an email sent from the rep? The filtered report only lists the date not the actual activity.

 

What am I missing?

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Contributeur régulier

Lack of detailed timeline reporting of this nature is the biggest failing of the Hubspot CRM in my opinion. It's terrible.

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Nouveau contributeur

Agreed.  Is there anything on the market that lets you pull data from the activity table on the backend?  I found Tapir to help me pull deals and contacts into Excel to manipulate but it doesn't pull activities.

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Contributeur occasionnel

This is something we are looking for as well.

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Contributeur occasionnel

I've been so frustrated that I have been forced to use Salesforce now...  I wish Hubspot will find a solution sooner than later...!

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Contributeur de premier rang | Partenaire solutions Diamond

PDM,

 

Since a number of people have followed and upvoted this issue, I thought I would mention our certified HubSpot integration to Microsoft Power BI.  (My apologies for the commercial message!) Power BI comes free with most Office 365 subscriptions.  It is like Excel on steroids for reporting and dashboards.  It can export Excel worksheets if you don't want to learn Power BI.  

 

We are a HubSpot Platinum Agency.  We built the Power BI integration for HubSpot for our own needs because of the weakness of HubSpot reporting. 

 

Our connector includes a data warehouse and reporting templates, and updates your data automatically in Power BI. Unlike the other middleware solutions, it does one thing really well -- moving HubSpot CRM, Marketing and Sales data into a robust analytical environment -- at a very low price ($99 a month including setup and support).

 

PM me with any questions, or submit a request on our website.





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John Elmer, Bayard Bradford


John Elmer, CEO
Bayard Bradford

Advanced CRM | HubSpot Integrations | CRM-Driven Marketing for Revenue Growth
HubSpot Diamond Solutions Partner
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Contributeur occasionnel

Does your solution have the ability to pull the Activity details and the associated contact?  

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Contributeur de premier rang | Partenaire solutions Diamond

BLESTER,

 

Yes, all Contacts and their related Activities are available through our connector for reporting and analysis in Power BI.  

 

Thanks,

 

John





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John Elmer, Bayard Bradford


John Elmer, CEO
Bayard Bradford

Advanced CRM | HubSpot Integrations | CRM-Driven Marketing for Revenue Growth
HubSpot Diamond Solutions Partner
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Contributeur occasionnel

Thanks, John.  I would be interested to know more about this option or has Hubspot found a solution by now?

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Contributeur occasionnel

Hi @pdm @BLESTER @atl_stangs 

 

You can use Sprinkle, for generating customised reports from the data ingested through Hubspot or any other Data Source.  One of the key elements of Sprinkle, unlike any other middleware solution, is that you can eliminate other reporting tools and use Sprinkle as a one stop solution for an end to end data management solution.

 

Regards

Sam

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