Tips, Tricks & Best Practices

Edyta7510
Guide

Attachments on deals/companies - report

SOLVE

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 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Attachments on deals/companies - report

SOLVE

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

View solution in original post

4 Replies 4
SLindmont
Participant | Platinum Partner
Participant | Platinum Partner

Attachments on deals/companies - report

SOLVE

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
Community Manager
Community Manager

Attachments on deals/companies - report

SOLVE

Hi @SLindmont,

 

Thank you for sharing this thread with us!

 

Best,

Kristen


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0 Upvotes
Edyta7510
Guide

Attachments on deals/companies - report

SOLVE

thanks @Bryantworks ! 

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

 

 

0 Upvotes
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Attachments on deals/companies - report

SOLVE

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