• Live group demo of Marketing Hub + Data Agent

    Standardize reporting, reduce manual work, and introduce AI without cleanup

    Join us on March 12
  • Ready to build your local HubSpot community?

    HUG leaders host events, spark connections, and create spaces where people learn and grow together.

    Become a HUG Leader

Reporting for Last Activity Date per Company

EAnnichine
Member

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?

0 Upvotes
1 Accepted solution
EAnnichine
Solution
Member

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

View solution in original post

0 Upvotes
2 Replies 2
EAnnichine
Solution
Member

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

0 Upvotes
Josh
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

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

0 Upvotes