If You Build It, We'll Stop Asking for Reports
Instead of HubSpot just developing more reports, develop a tool that allows users to build their own reports from any data in HubSpot.
Drilling down to specifics is good, but I also want to see the big picture of what's performing for various audiences, messages, and channels.
Report functions would include: filter by field, conditions, match any/all, timeframes, layout options, click/drag-n-drop (data from social, email, etc.), graph/chart/number/text settings (e.g., add static text such as labels), sort/re-order/show/don't show specific data, clone/save/email/export.
This month we launched the Reporting Add-on, which includes customizable report dashboards, new report templates, and a custom report builder.
These features give you the ability to build reports on Contacts, Companies, Deals, and Engagements data. The custom report builder also gives you flexibility to segment data, view results from various timeframes, measure progress against a goal, and create customized conversion funnels for contacts and deals.
You can save your favorite reports to personalized dashboards where you can organize the metrics that are most important for you & your team.
The reporting tool is not very robust. You are very limited to what you can report on
Being able to customize reporting should not be at an additional cost. This should be included regardless.
Reports must not be the add on $$ option. This should be included in the any level of Hubspot service. What is the use of your GREAT tool without proper Reports ? Really ?????
Chris Neil-Jones commented
In general it is important to put tools in the hands of users to allow them to make your product do exactly what they want. Hubspot CRM for example cannot be customised in terms of screen layout or reports.
If you don't give customisation options you will constantly be trying to satisfy the loudest user requests and leaving most users frustrated. You want businesses to have Hubspot CRM totally integrated at the heart of their everyday activity, but to do this you must enable them to adapt the CRM to their business, not the other way around.
We need customizable view layouts (Contacts, Deals, Tasks, etc) - change field sizes, positioning, box colours, spacing. We need the ability to produce a report of selected fields with a defined multi-field filter and sort.
All within the basic (free) Hubspot CRM.
I am going over the reports tool quite a bit these days and a major issue I have with it is the display of statistical data, but no insight into statistical measures. If there is no variance or p values given, then the output of the insights must be questioned aka exported to excel, the underlying data cleaned up of outliers and only then can the reporting begin again. Would love to see the ability to clean up data in Hubspot if needed and some statistical measurements for validity purposes! :) Overall, great first step, especially on the sales side!!
When I voted for this, I wasn't expecting to have to buy an extra add-on. That's underwhelming.
Lee Drever commented
...and make them shareable. I'd love to embed some key reports on our intranet but I'd settle for an email that doesn't just prompt the recipient to log in to Hubspot.
This would be my dream tool.
Heather Robinson commented
It would be terrific if you could produce a powerpoint monthly report for social reports like you have created for the monthly marketing performance report
Lucas Merat commented
I completely agree. Reports should be more comprehensive and customizable. The data is there. All that is lacking is a feature or API to actually create reports that the HubSpot user really wants. This is a must.
Yes please merge this request with mine:
Smart Lists, Workflows and Reporting to Mitigate Spamtraps and Email Fatigue https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/7870851-smart-lists-workflows-and-reporting-to-mitigate-s
Hubspot last commented in 2013. Has there been any progress on this idea?
The Hubspot platform is fabulous but I agree without visibility into our effectiveness, strategy and planning becomes a challenge.
What a shock...this basic functionality isn't offer to your professional users you have to add over $10K to get a report which should have been one of the first thing HubSpot did.
I have to say that the poor quality of the reports is what causing me to think of moving over to your competitors.
Kathy Graham commented
It's great news that you guys are working on reports! I sure hope this new development includes the ability to see Page Rank (SEO ranking) under Page Performance with Views. I'd like to see all my webpages and Views ALONG with Rank (like you see under Keyword report)...crossing fingers for your progress!
We are an enterprise customer but unfortunately the Contacts Report certainly doesn't allow us to look at the data as we need to look at it to support our business. I fully support the original request -- PLEASE develop a tool that allows users to build their own reports from any data in HubSpot.
Jeff Zabel commented
As a follow up to my post below, I wanted to update it and let everyone know that DataHero now supports a direct Hubspot integration that allows you to easily import your Hubspot data and create custom reports. You can pull in your contacts, prospects, sources and events for easy custom reporting. Filtering, different timeframes, etc are all available in our drag and drop charting interface. You can sign up free at https://datahero.com to give it a try or learn more from our blog post on the integration: https://datahero.com/blog/2014/09/02/customize-hubspot-analytics-datahero/ or in general: https://datahero.com/connections/hubspot/. Feedback always is of course welcome!
Why such basic functionality is offered only for enterprise customers?
All your competitors including Market and Pardot have it and at least Pardot have also integration with GoodData which give you quite a lot of flexibility, all in their basic tier
Jeff Zabel commented
Based on the responses here I am hoping to help. We have a beta implementation of an integration with Hubspot for customized reporting possibilities and are looking for people interested to give it a try before we release it publicly. I figured people looking at this post would hopefully be interested to give it a try? It allows you to directly import your Hubspot data and do many of the things I think people are looking to do based on your responses (various filters, different time groupings, various chart formats, sorting, cohort analysis, etc.). The integration is direct with DataHero (https://datahero.com). Please reach out directly if you are interested in giving it a try: jeff at datahero.com. Thanks!
Haven't read all the comments below but read some and am totally in the same page. We are lacking may reporting features.
What about exporting the view under Campaigns? Would already be a good start.
Tim Alden commented
We need to target different regions with different teams and different messages. We can apply country and region settings to contacts but we can't easily see the success rate of campaigns and pass them the relevant sales people if we cant report by country / region. Reports such as these should be simple to do from a database such as yours. I shouldn't really have to pay for a Professional subscription for such a feature either.
Michael Miller commented
Is this customizable report available beyond Enterprise yet?