Way to Track User HubSpot Activity
SOLVE
1 Accepted solution
Way to Track User HubSpot Activity
SOLVEHi @PCotter,
Calculation properties serve a different purpose (performing calculations on a specific record, not for an owner), they're not the correct approach here: https://knowledge.hubspot.com/properties/create-calculation-properties
HubSpot currently doesn't surface in report on how many records a specific user has updated property values. You can filter for records based on their "Last modified date" and visualize this by record owner, but the update might've been made by someone else than the owner. Still, when keeping this mind, such a report can be useful.
As far as record creation by user goes, you can leverage the original source properties in reports: https://knowledge.hubspot.com/properties/understand-traffic-source-properties
For a manually created contact in the CRM UI, for example, HubSpot automatically documents this:
Currently this will unfortunately not resolve into a name in a report but an ID (userid:8527*** in my case) but technically, the information is there. If you want this human readable, you could set up a workflow that logs the readable name in a single-line text property, based on the userid in 'Original source drill-down 2'.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Way to Track User HubSpot Activity
SOLVEHi @PCotter,
Calculation properties serve a different purpose (performing calculations on a specific record, not for an owner), they're not the correct approach here: https://knowledge.hubspot.com/properties/create-calculation-properties
HubSpot currently doesn't surface in report on how many records a specific user has updated property values. You can filter for records based on their "Last modified date" and visualize this by record owner, but the update might've been made by someone else than the owner. Still, when keeping this mind, such a report can be useful.
As far as record creation by user goes, you can leverage the original source properties in reports: https://knowledge.hubspot.com/properties/understand-traffic-source-properties
For a manually created contact in the CRM UI, for example, HubSpot automatically documents this:
Currently this will unfortunately not resolve into a name in a report but an ID (userid:8527*** in my case) but technically, the information is there. If you want this human readable, you could set up a workflow that logs the readable name in a single-line text property, based on the userid in 'Original source drill-down 2'.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
