Reporting on Last modified and updates

[CClark3]

Hello,

I'm running into a bit of dilemna. I want to build a dashboard/report in Hubspot to point out any changes to a deal where a close date has changed, or any field. I know its not possible to show changes that were made but I would like to at least have the last modified date show. The problem is we have workflows running on deals daily(to populate todays date) so when i pull the last modified date they are all updated daily. Is it a way to exclude workflows updates from reports? Or a way to show the last user modification date and not by the workflow? 

[karstenkoehler · Accepted solution]

Hi @CClark3,

The "Last modified date" is not suitable for this, unfortunately, for the reason you're describing. It's not possible to change the behavior of that property or have it exclude certain changes.

If you're interested in changes to deals, I'd recommend the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

(specifically the "Forecasts & Pipeline" section)

These include a "Deal change history" and "Deal push rate" report which might give you out of the box what you're looking for - or at least close to it.

Best regards!

[Lucila-Andimol · Accepted solution]

Hey @CClark3 

so the only way to see manually how it was modified is entering manually to each record here

If you only want to see the user's/manul modifications you will need to go throughout the API.

hope this helps

[RubenBurdin · Accepted solution]

I've solved this recently with custom-coded workflow actions, but it requires access to Operations Hub Pro.

There is a hidden property you can extract via API, as detailed in this thread here: https://community.hubspot.com/t5/APIs-Integrations/Last-modified-by-user/m-p/839546?profile.language....

You can create three custom properties, such as:

• last_modified_by_user_id
• last_modified_by_user_timestamp
• last_modified_by_user_source

and then map them through a custom-coded workflow action or a third-party tool like n8n.io. Then, you can use these properties in reports as needed. These can be configured for different records, as needed.

[Girifox]

I have the same requirement, and can't/don't want to use the API to get the answer, as I am looking for the simplest solution.  I couldn't find a workaround in the marketplace, either.

[Lucila-Andimol · Accepted solution]

Hey @CClark3 

so the only way to see manually how it was modified is entering manually to each record here

If you only want to see the user's/manul modifications you will need to go throughout the API.

hope this helps

[karstenkoehler · Accepted solution]

Hi @CClark3,

The "Last modified date" is not suitable for this, unfortunately, for the reason you're describing. It's not possible to change the behavior of that property or have it exclude certain changes.

If you're interested in changes to deals, I'd recommend the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

(specifically the "Forecasts & Pipeline" section)

These include a "Deal change history" and "Deal push rate" report which might give you out of the box what you're looking for - or at least close to it.

Best regards!