Dashboards & Reporting

CClark3
Participant

Last Updated note or Most recent

SOLVE

Hello,

 

We are currently trying to create a report that list contacts as well as most recent note  for each contact. However when i create this report its pulling all associated notes  for the contact list. Is there a way to show only the most recent note and have this reflected in the report? I was thinking to pull the notes from this week only but some contacts may have multiple notes in a day etc. IS there a workaround for this? having the duplicate contact names on the report is causing some confusion 

1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Last Updated note or Most recent

SOLVE

Hi @CClark3,

 

Thanks for reaching out to the Community! 

 

Unfortunately, this is not currently possible, but as you may know, HubSpot is a product that is under continuous development if you have a moment, perhaps post your feedback on our ideas forum

 

For new feature suggestions, please consider posting on our Ideas Forum. If you find a similar idea, give it an upvote and share your unique use case in the comments. If your idea is not already there, feel free to create a new idea.


Thank you for being part of the discussion!

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!

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0 Upvotes
2 Replies 2
TYuan4
Participant

Last Updated note or Most recent

SOLVE

If anyone is still looking for a similar fix, I believe I have a workaround here. Let me know if it works for you.

https://community.hubspot.com/t5/Dashboards-Reporting/Display-most-recent-note-in-a-report-activity-...

0 Upvotes
DianaGomez
Solution
Community Manager
Community Manager

Last Updated note or Most recent

SOLVE

Hi @CClark3,

 

Thanks for reaching out to the Community! 

 

Unfortunately, this is not currently possible, but as you may know, HubSpot is a product that is under continuous development if you have a moment, perhaps post your feedback on our ideas forum

 

For new feature suggestions, please consider posting on our Ideas Forum. If you find a similar idea, give it an upvote and share your unique use case in the comments. If your idea is not already there, feel free to create a new idea.


Thank you for being part of the discussion!

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
0 Upvotes