Attachments on deals/companies - report

Edyta7510 · ‎Aug 1, 2022

Hi there!

I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts.

Is there any way to pull this off in HubSpot?

I would simply need to see #attachments by sales rep + #attachments by company.

Thanks!

Edyta

Bryantworks · ‎Aug 1, 2022

Hey @Edyta7510,

Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could even do this with the API.

Chris Bryant | Your Dedicated HubSpot Expert

Lösung in ursprünglichem Beitrag anzeigen

SLindmont · ‎Jun 1, 2023

I found this thread and it's working for my needs. Might help here - https://community.hubspot.com/t5/Dashboards-Reporting/Attachment-Report/td-p/719125

Essentially, use a custom report builder. With Deals and Activities for sources. Find attached file IDs and play with the setup.

kvlschaefer · ‎Jun 2, 2023

Hi @SLindmont,

Thank you for sharing this thread with us!

Best,

Kristen

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !

Edyta7510 · ‎Aug 1, 2022

thanks @Bryantworks !

too bad, but well, will have to live with it.

Bryantworks · ‎Aug 1, 2022

Hey @Edyta7510,

Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could even do this with the API.

Tips, Tricks & Best Practices