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Dashboards & Reporting

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beeCool on January 23, 2024

Activity leaderboard unassigned

Hello there, We have a problem in Activity leaderboard of Dashboard. In list of activity leaderboard there is unassigned conversations. When we check that conversations, that conversations already owned managers. How to remove Unassigned from list w read more

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Accepted solution

trevordjones

Recognized Expert | Platinum Partner

July 18, 2024 09:18

Hi @ABeeson , I would review your conversations inbox for routing rules. It sounds like some of your conversations are not being routed or a...read more

Solved

ConS on January 04, 2024

Capturing Outbound Conversations

Hi All, New to hubspot and I have been asked to create a report to capture outbound workload via the conversation inbox. I can capture the number of conversations closed but not ones that have been created. Is there a way to do this?

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Accepted solution

karstenkoehler

Hall of Famer | Partner

January 05, 2024 00:19

Hi @ConS , When you create a new report under Menu > Reporting > Reports > My reports > Create report > Custom Repor...read more

rahul_inbound on March 17, 2023

SMS Incoming vs Outgoing Report

Hi guys, Recently Kixie changed the SMS logging system from task to native SMS object in Hubspot. I am trying to pull a report to segment SMS sent vs received, but like task (which has task title and description) as filters...for SMS I cannot find read more

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