How do I see another users activity as super admin?
SOLVE
Trying to monitor another users activity feed and in particular open rates from emails they send. I have tried creating custom reports but it seems like hubspot removed the ability to select a specific user in the "Email sent, opened, and click totals by email send date" report template.
As @DianaGomez has already pointed out, this can be achieved with a custom report. I'd like to add a bit more detail.
Custom reports can be created under Menu > Reports > Reports > Create report > Custom report builder, which is where you'd select the data sources Marketing email. As a second source, I'd recommend Marketing email analytics, which gives you easy access to fields like Marketing email open rate.
I'd recommend approaching this with a table visualization where you can pull in performance data like Marketing email open rate and Author name / Created by user ID from Marketing emails properties.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How do I see another users activity as super admin?
SOLVE
Hi @JAtkinson8, I hope you are doing well, and thank you for your question 😊
The "Email sent, opened, and click totals by email send date" report template is a report from the report library, the filters and customization options would be limited.
However, you have the option to recreate the report using the custom report builder. I have created a tutorial to show you the option 😊 You can customize it as much as you want with the properties you prefer.
As @DianaGomez has already pointed out, this can be achieved with a custom report. I'd like to add a bit more detail.
Custom reports can be created under Menu > Reports > Reports > Create report > Custom report builder, which is where you'd select the data sources Marketing email. As a second source, I'd recommend Marketing email analytics, which gives you easy access to fields like Marketing email open rate.
I'd recommend approaching this with a table visualization where you can pull in performance data like Marketing email open rate and Author name / Created by user ID from Marketing emails properties.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer