Report on previous owner

[vc16]

Would be great if you could report on the previous owner of a record (salesforce allows you to do this)

[HStepan]

karstenkoehler If I created my own custom "Previous record owner" field. How do I look up the previous deal owner value and store it in another property using a workflow? Or would this have to be a manual thing?

[karstenkoehler · Accepted solution]

Hi @vc16,

Out of the box, this is not possible. With Operations Hub Professional, you could populate your own custom "Previous record owner" field, looking up the previous value and storing it in another property.

Alternatively, you can always access this information through the property history of a record or even all records (via export), see here: https://knowledge.hubspot.com/crm-setup/view-property-history

Reports only look at the current value in a field. I can how this would be useful and you could submit a request to the HubSpot Ideas section of the community. The product team reviews these requests based on their popularity.

Hope this helps!