How to report Task activity by event type
When to use this guide: Use this when you log activity as Tasks and want counts per event type (sent, open, click, reply, bounce).
This recipe mirrors the “activity volume” view many teams expect from a HubSpot dashboard: count OutboundSync Tasks whose Subject contains a specific event token.
Prerequisites
Section titled “Prerequisites”-
Webhook activity object is Task (not EmailMessage only). EmailMessage-only orgs should use contacts reached and engagement instead.
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Task subject includes
{{ event_type }}. Default:[OS] [{{ os_sales_engagement_platform }} - {{ event_type }}] {{ subject }}Configure this in OutboundSync under your Salesforce webhook’s Task subject settings. See Writing to the Task Object.
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Sync is delivering Tasks — confirm with Identifying OutboundSync activity in Salesforce or a webhook test payload.
Create a Tasks report
Section titled “Create a Tasks report”- In Salesforce Lightning, open Reports → New Report.
- Choose a Tasks and Events (or Activities) report type that includes Tasks, then continue.
- Set the report to show Tasks (not Events) if the type offers both.
- Add columns such as Subject, Due Date / Created Date, Name (related Lead or Contact), and Created By.
Filter by event type
Section titled “Filter by event type”Add filters so you only count the event you care about:
| Goal | Subject filter (contains) |
|---|---|
| Emails sent | EMAIL_SENT |
| Opens | EMAIL_OPEN |
| Link clicks | EMAIL_LINK_CLICK |
| Replies | EMAIL_REPLY |
| Bounces | EMAIL_BOUNCE |
Optional: also require Subject contains [OS] if you use the default prefix, or filter Created By equals your OutboundSync connecting user.
Report filters match substrings, so a shorter token can catch a longer one (for example EMAIL_SENT also matches EMAIL_SENT_TO_LEAD_WITH_LABEL). If you see over-counts, filter on the bracketed token from the default template instead — for example - EMAIL_SENT].
Add a date filter (for example Created Date = This Month) so the chart shows pace, not all-time history.
Clone the report once per event type (one filter each for EMAIL_SENT, EMAIL_REPLY, and so on). Do not group by the full Subject field for an event-type breakdown — the default template includes {{ subject }} , so each email gets a unique Subject and grouping would show one row per message, not per event type. If you need a single multi-type chart, add a Salesforce formula or bucket field that extracts the event token from Subject.
Chart and dashboard
Section titled “Chart and dashboard”- Summarize by Row Count (count of Tasks).
- Group by Created Date (day or week) for a volume trend.
- Save each cloned report, then add the ones you need to a Salesforce dashboard component (bar or gauge).
Long date ranges undercount. Salesforce archives completed Tasks and Events older than a year, and archived activities are excluded from reports. OutboundSync logs completed Tasks, so all-time Task counts drop older activity. For durable historical totals, use the person-level counters (
OSNumberOfEmailOpens__c,OSNumberOfEmailLinkClicks__c) and last-touch fields in contacts reached and engagement — those are not activity-archived.
There is no OSEventType__c custom field — event type comes from Subject only.
