Tips, Tricks & Best Practices

Edyta7510
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Attachments on deals/companies - report

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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

1 Soluciones aceptada
Bryantworks
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Attachments on deals/companies - report

resolver

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

Ver la solución en mensaje original publicado

4 Respuestas 4
SLindmont
Participante | Partner nivel Platinum
Participante | Partner nivel Platinum

Attachments on deals/companies - report

resolver

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
Administrador de la comunidad
Administrador de la comunidad

Attachments on deals/companies - report

resolver

Hi @SLindmont,

 

Thank you for sharing this thread with us!

 

Best,

Kristen


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Edyta7510
Guía

Attachments on deals/companies - report

resolver

thanks @Bryantworks ! 

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

 

 

0 Me gusta
Bryantworks
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Attachments on deals/companies - report

resolver

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