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VRakitski le Avril 23, 2025
Hello I'm trying to make a report on sent emails and opened emails by reps. But I can't combine the data in one report. Ideally it should look like this HS user Emails Sent Emails Opened Replies # (optional) Mike 58 21 1 Nick 120 Lire la suite
0 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Avril 23, 2025 06:52
Hi @VRakitski , You're correct, with the regular data source in the custom report builder (Sales emails), it's not possible to show both in on...Lire la suite
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HS_Chathura le Avril 04, 2025
Hi everyone, We’re currently working on building a custom report in HubSpot to analyze sales team activities—specifically focusing on emails and tasks. Our goal is to generate a breakdown of activities created by users, with the ability to differ Lire la suite
Solution Acceptée
Membre irremplaçable | Partenaire solutions Diamond
Avril 07, 2025 11:23
Hey there @HS_Chathura and welcome to the Community. Like @kennedyp my initial thought is in the naming convention. Each sequence you buil...Lire la suite
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TThomas0 le Août 07, 2024
Hello, I wanted to know if it's possible to create a sequence enrollment status report to view the total number of MQL contacts who have been in a sequence this year (monthly view). I would also like to know if I can stack the sequence statuses Lire la suite
1 Mention J'aime
3 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Août 08, 2024 00:14
Hi @TThomas0 , Yes, this can be done with the custom report builder: Menu > Reporting > Reports > Create report > Custom Report Bu...Lire la suite
IManiero le Mai 23, 2024
Hello! I'm looking to create a report on the effect of a sequence on pipeline efficiency. The metrics I'm interested in are: - How long deals currently stay at a specific stage of the pipeline and; - Overall deal velocity (how quickly deals move Lire la suite
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1 Réponse
Gestionnaire de communauté
Mai 24, 2024 04:03
Hi @IManiero , Thank you for checking with the Community! First, I'd like to share this article " Create custom funnel reports (BETA) " that mig...Lire la suite
Mrmichaelscott le Décembre 14, 2023
I have created a sequence and when I add contacts to that sequence it often times does not populate the personalized token fields. Thus when I click enroll it sends the first email in the sequence as a "contact: first name" instead of inserting the Lire la suite
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2 Réponses
Participant
Décembre 15, 2023 01:32
Hey, You could also s end a test email to yourself or a test contact within HubSpot to check if the personalization tokens populate correctly. Th...Lire la suite
Résolues
MNar le Juillet 27, 2023
Hi, I'd love to know how to pull together a list for outbounding efforts where I can filter by contact AND company properties? For example I want to filter by number of employees in company and by custom contact property which is department, bec Lire la suite
1 Mention J'aime
2 Réponses
Solution Acceptée
Conseiller clé | Partenaire solutions Diamond
Juillet 27, 2023 12:14
@MNar You are able to target contact and company properties in lists via this view here: If this post helped to solve what you wer...Lire la suite
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HSaunders le Juillet 11, 2023
Hi Is there a way to see or a report I can run to see if a contact has been enrolled in previous sequences? I can see if they are in a current live sequence but can I see if they have been in an older sequence and how many? Thank you Lire la suite
0 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juillet 11, 2023 04:36
Hi @HSaunders , I'm not aware of any reports which would give you this information out of the box. If you want to find all of the contac...Lire la suite
MMarafioti le Juin 21, 2023
Hi There, Does anybody know how to generate a list of contacts that have opened an email more than once in a sequence. I have sent out a sequence to a few contacts and I want to see a list of the contacts that are opening the email I have sent a Lire la suite
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2 Réponses
Contributeur | Partenaire solutions Diamond
Juillet 04, 2023 09:27
Hi @MMarafioti , you can create a table report based on company + sales email data. In the columns, after inserting “record ID” (c...Lire la suite
Résolues
JacquelineOng le Septembre 27, 2022
Reporting on sales email opens and clicks You’ve done all the heavy lifting and emailed your contacts. Now it’s time to see if anyone’s interested so you can follow up with those warm leads. But wait, how do you do that again? That Lire la suite
Solution Acceptée
Membre irremplaçable | Partenaire solutions Diamond
Avril 28, 2023 16:22
@HSchneider8 I think it depends on how you're looking at your data. I found two other commununity posts with this question and additional resources...Lire la suite
Résolues
dmattauch le Août 24, 2021
It sounds like a simple report but i've been struggle for 1 hour on this. I can see the emails today I can see the contacts currently in sequences But what i want to see in a report is the email scheduled for x days that are sequences emails. Lire la suite
2 Mentions J'aime
3 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Août 24, 2021 13:24
Hi @dmattauch , As far as I know, this is currently not possible. Emails that haven't been sent yet aren't created as activities yet. These ac...Lire la suite
Résolues
GMascio le Février 04, 2021
I have been using Hubspot for a week or two now, and every time I create a sequence it does not show up in my tasks bar. I have tried waiting to see if they show up/looking in my automation section, for sequences I have scheduled. But it is only sho Lire la suite
0 Mention J'aime
5 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Février 04, 2021 10:51
Hi @GMascio , Well, ruling out potential issues one by one. Sequences themselves wouldn't show up under Tasks, only the tasks whose crea...Lire la suite
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Alexis le Décembre 01, 2016
Hi there, Is there a way to issue a report on Sequence to see who answered and who un-enrolled? I have a large number of enrollment with my sales team and want to check by company. Thanks!
5 Mentions J'aime
5 Réponses
Solution Acceptée
Équipe de développement de HubSpot
Décembre 02, 2016 06:01
Hey @Alexis with Sales Pro you can review reporting on the individual templates as well as see a breakdown of contact statuses per each sequence,...Lire la suite
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