Rep Activity Report

[TPaci]

I want to build a report that shows the activity (calls, emails, SMS) of each sales rep and exclude any of that activity that is going to a Contact that is a "Customer". 

Basically, how many cold emails are being sent and outbound calls to non-customers.

[karstenkoehler]

Hi @TPaci,

This can be done with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

As a primary data source, select activities, as an additional data source contacts.

Once in the editor, you can add a report filter to exclude contacts who are customers. Then, you can drag and drop activity type, count of activities and activity date / assigned to into the editor.

Have a look and let me know if you have any follow-up questions!

[TPaci]

Close. But it's not breaking out the activity by User.  

[karstenkoehler · Accepted solution]

@TPaci you just need to drag and drop "Activity assigned to" into the "break down by" area.