Add Ability to Filter Out (or Include Only) Sequence Emails in Custom Report Builder
Currently, the HubSpot custom report builder does not allow users to filter/email activity reports by whether an email was sent via a sequence versus sent manually or through other means. In many use cases, it’s critical to see the volume and engagement rates of non-sequence one-to-one emails—or to compare manual versus sequence outreach—either for individual reps or overall sales performance analysis.
Requested Feature: Please add a filter or reporting property in the custom report builder for email activities, enabling users to include or exclude emails sent from sequences. Ideally, this would work for both “only show sequence emails” and “exclude sequence emails” reporting scenarios.
Business Impact:
More accurate performance analysis and attribution for individual reps and teams.
Better insight into sequence versus manual outreach effectiveness.
Enables creation of management or customer-facing reports that reflect the true volume of ad hoc sales emails, without skew from automated sequence activity.
