- HubSpot Community
- Display the last actity date and note body of a deal in tabluar view
Dashboards & Reporting
Search Dashboards & Reporting for solutions or ask a question
Turn on suggestions Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Search instead for
Did you mean:
Options
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
tbunch
yesterday
Participant
Display the last actity date and note body of a deal in tabluar view
SOLVE
I'm trying to write a report with 6 columns:
Deal Name, Deal Owner, Deal Stage, Amount, Last Note Date & Last Note
Steps:
1. I start with a Custom Report starting with Deals and then the associated Sales Activities (filter on type Note) or associated with Sales Note (tried both).
2. I have 4 Deal columns (Deal Name, Deal Owner, Deal Stage and Amount) - Looks great.
3. I can add Activity Date with MAX aggregation turned on... Great
4. When I add Note Body - I see a row for each note ever attached to the deal.
5. Then I attempted to restrict it setting a limit to 1, hoping that I will get 1 note per deal; However, the grouping options are only (MAX (Activity date) or Count of deals. Both result in a single deal record showing up on the report.
Are there any clues as to how to better control the JOIN behavior?
Or alternative methods to accomplishing the same results?
I am really trying to keep this as a 1 row per deal report and I am fine if the note fields are NULL (that helps me work with the deal owner).
I did try to do my research before posting... these two did not quite get it done for me.
- https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Display-details-of-the-last-activity-in-...
- https://community.hubspot.com/t5/Dashboards-Reporting/Need-to-run-a-report-that-shows-notes/td-p/648...
Solved!Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
best practices Deals Professional Reports
0Upvotes
1 Accepted solution
Solution
karstenkoehler
11 hours ago
Hall of Famer | Partner
Display the last actity date and note body of a deal in tabluar view
SOLVE
Hi @tbunch,
As far as I know, this is not possible. There aren't any report settings in the custom report builder that would limit the display of records of one of the data sources to the latest one.
It would indeed be useful to have this; you could request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.
Have a great day!
| Karsten Köhler Beratungstermin mit Karsten vereinbaren |
 | Did my post help answer your query? Help the community by marking it as a solution. |
View solution in original post
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
0Upvotes
- View all posts
- Previous post
- Next post
2 Replies 2
Solution
karstenkoehler
11 hours ago
Hall of Famer | Partner
Display the last actity date and note body of a deal in tabluar view
SOLVE
Hi @tbunch,
As far as I know, this is not possible. There aren't any report settings in the custom report builder that would limit the display of records of one of the data sources to the latest one.
It would indeed be useful to have this; you could request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.
Have a great day!
| Karsten Köhler Beratungstermin mit Karsten vereinbaren |
| Did my post help answer your query? Help the community by marking it as a solution. |
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
0Upvotes
tbunch
2 hours ago
Participant
Display the last actity date and note body of a deal in tabluar view
SOLVE
@karstenkoehler
Thanks for the pointer to the Idea submission - I'll get that one in with some additional documentation.
Do you know of some potential work arounds if I were to create a custom field on the deal object called `Last Note` and updated it via workflow (I'm still unsure if I could limit to the last note, but it sounds like there is a way to access all of the associated notes and perhaps use a custom javascript solution to trim it to the last entry).
Based on a couple of your other responses to @PhilThomas@YEakman, I may run into some issues with re-enrollment for deals.
References:
https://community.hubspot.com/t5/CRM/Triggering-a-workflow-every-time-a-note-is-added-to-an-object/m...
https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Creating-a-workflow-for-created-notes/m-...
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
0Upvotes
