I need to create a report for Activities completed on a specific Object

[cecilia-thespot]

Hello,

I have a custom object and am being requested to create a report that shows activities completed on only these custom object records.

I can only seem to get as far as showing all activity and am not certain what I need to do to only show results from a specific object rather than activity from all objects.

Thanks for any help!

[karstenkoehler · Accepted solution]

Hi @cecilia-thespot,

In the custom report builder, simply add the custom object as primary data source, activities as an additional source. (You can change sources in the top left of the custom report builder.) HubSpot will now only show activities associated to the custom object. (You might see some activities duplicated now, if they're associated to multiple custom object records.)

Best regards!

[karstenkoehler · Accepted solution]

Hi @cecilia-thespot,

In the custom report builder, simply add the custom object as primary data source, activities as an additional source. (You can change sources in the top left of the custom report builder.) HubSpot will now only show activities associated to the custom object. (You might see some activities duplicated now, if they're associated to multiple custom object records.)

Best regards!

[cecilia-thespot · Accepted solution]

Thank you, Karsten! This was my set up, but another property was causing me to doubt myself. I have it all fixed up now and appreciate your help and reassurance.