Tickets & Conversations

cwinhall
Participant

Reports on emails sent per team member?

SOLVE

Is it possible to get the stats on how many emails are created per team member in the service hub? Even better if this can be broken down on a per day/per week/per month basis.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reports on emails sent per team member?

SOLVE

Hi @cwinhall,

 

The report library button should be on the upper right side of the screen:

 

reports.png

 

Report customization is only available in Professional or Enterprise subscriptions – which subscription are you on?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
CSchmidt3
Participant

Reports on emails sent per team member?

SOLVE

 dont see the report library either

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Reports on emails sent per team member?

SOLVE

Hi @cwinhall,

 

There is a report in the report library which you could use. Navigate to Menu > Reports > Reports > Report library > Search for "Activity leaderboard by rep with type breakdown". The description states that this is for sales but you can click Edit in builder and further customize this report and filter it for customer service.

 

Click Filters and add one for either HubSpot Team (is any of customer service team) or Activity assigned to (is any of the service team users).

 

If you only want to see emails in this report, you could further filter by Activity type.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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cwinhall
Participant

Reports on emails sent per team member?

SOLVE

Hi Karsten,

 

Thanks for the quick reply!

 

I wasn't able to find the "Report Library". Is it simply "All Reports" as seen in this screenshot?

cwinhall_0-1612955215268.png

 

Either way, when I search in there, the only report I see that states "Activity" is "Team Activity" and I also had no option for "Edit in builder"

 

Is this possibly just a permissions thing that I don't have these options?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reports on emails sent per team member?

SOLVE

Hi @cwinhall,

 

The report library button should be on the upper right side of the screen:

 

reports.png

 

Report customization is only available in Professional or Enterprise subscriptions – which subscription are you on?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.