Tips, Tricks & Best Practices

EAnnichine
Member

Reporting for Last Activity Date per Company

SOLVE

I am struggling to figure out how to create a report that shows the following:
- Last Activity Date Per Company
- I would like this in a report to add to a Customer Engagement KPI Dashboard. 

Any recommendations or directions?

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EAnnichine
Solution
Member

Reporting for Last Activity Date per Company

SOLVE

@Josh Thank you so much - this is helpful to start!

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EAnnichine
Solution
Member

Reporting for Last Activity Date per Company

SOLVE

@Josh Thank you so much - this is helpful to start!

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Josh
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Reporting for Last Activity Date per Company

SOLVE

Hi @EAnnichine,

 

I would recommend going to Reports then the Custom Report Builder. When you choose your data source, change from contact to company. You can add additional data sources if needed, but for what you're looking for here you might only need company. 

 

Once you start building your report, you can use Company Name or Record Id in the first column and then your date fields in subsequent columns. This can be saved and added to a dashboard. Here's a screenshot that should get you started:

Screenshot 2025-01-10 at 8.51.38 AM.png 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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