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SBrown801 on March 05, 2024
Hi I work for a not for profit and we are currently using the free version of Hubsot. Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 05, 2024 05:31
Hi @SBrown801 , Navigate to Settings > General > Profile, then scroll down a bit 🙂 Best regards!
TEdwards4 on January 25, 2024
Hi I'm trying to create a report to show on dashboard of all tasks allocated against deals for certain users. However, they are not showing up in the report. I'm wondering if I need to have a paid seat to do this as the paid users are showing up. read more
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
January 25, 2024 06:33
Hey @TEdwards4 I can almost confirm that even free users can be seen in the reports. I think It might be the way you are creating the reports,...read more
FrazerJames98 on January 03, 2024
Hi, I'm trying to find a way of creating a report that shows the number of outstanding tasks/calls etc. by sales rep. Thought this would be something of use to any sales manager and hoping it's an easy one to sort.
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 03, 2024 03:29
Hi @FrazerJames98 , You can create this report under Menu > Reporting > Reports > My repor ts > Create report > Singl...read more
JArand on April 19, 2023
Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under read more
April 19, 2023 17:17
Hi All, This issue is resolved, not sure what happened, but is operating fine. Cheers John
AKemple on February 10, 2023
I am currently trying to figure out the correct number of tasks in a sequence for my SDRs. With that, I'd like to determine how many calls/activities on average it takes each of our SDRs to convert a lead to a deal. Has anyone figured out any report read more
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 10, 2023 15:50
Hi @AKemple , Historically, I think, this is not possible. Going forward, here's what you could do if you have access to workflows (avai...read more
jrtbv on February 06, 2023
How to create a report that will check how many meetings are scheduled and how many have taken place?
1 upvote
1 Reply
Accepted solution
Recognized Expert | Partner
February 06, 2023 23:02
Hey @jrtbv , thanks for reaching out! There are a bunch of default HubSpot reports around meetings that should help you get what you're after....read more
GTimmermans7 on November 04, 2021
Hi everyone I'm an intern and I haven't been using Hubspot for long so maybe this question is very simple for some of you. I tried to find something about it but couldn't find anything that fit. The problem I'm having is that when I create a ta read more
1 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2021 05:35
Hi @GTimmermans7 , Could you confirm that you're not looking at a filtered view , meaning: no selection made under More filters and Assign...read more
MobileAuto on November 23, 2016
Is there away to download all my activity through out the day. I work from home and right now have a spreadsheet of every contact I spoke with and every task I completed that I submit to my boss. This CRM is great but now Im doing double the input. read more
17 Replies
Accepted solution
December 29, 2016 16:51
HubSpot lacks in the ability to export reports of activities. However, if you are logging meetings, calls, tasks and emails you could just have your ...read more
pvjp1013 on October 20, 2016
I purchased the Hubspot reporting add-on this past month because I was having trouble running and customizing prospecting activity reports. I was hoping to generate detailed reports on who my sales reps were contacting every week and month. The rep read more
1 upvote
1 Reply
Accepted solution
HubSpot Employee
October 20, 2016 15:29
Hey There, Thanks for reaching out to the community. You are correct that the reporting add-on doesn't have the capability to create this spec...read more
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