How to obtain a specific report for a company

[DSantin1]

I want to be able to pull a report for a specific company detailing the number of deals, their stages, the number of meetings we've held, number of tasks, emails sent.

[Chaofan · Accepted solution]

Hi there,

You can use Custom Report Builder to get what you want:

1. Choose Company as primary data source
2. Select Deals, Activities, Tasks as secondary data source
3. Choose the properties you want to include in the report and apply filters

Best,

Chaofan

[Lucila-Andimol · Accepted solution]

Hi @DSantin1 

if you have a PRO licence

you should be able to build this as a custom report

in a table format.

Have you tried this?

[Chaofan · Accepted solution]

Hi there,

You can use Custom Report Builder to get what you want:

1. Choose Company as primary data source
2. Select Deals, Activities, Tasks as secondary data source
3. Choose the properties you want to include in the report and apply filters

Best,

Chaofan