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.
I will not be investing in the add-on module. I was hoping that the reports would be more flexible and intuitive but after the trial I felt it was just a few more reports on top of what we already have. The general direction would be for us to build our custom reports, we are all different and have different needs.
just curious about what percentage of Hubspot users are paying for this Reporting addon.
ridiculous to allow users to organise their Sales processes on a cost-effective basis, but at the same time limit in analytic/reporting stuff by overstating the price, that actually allows them to be better and make their businesses to grow.
Reporting still needs a lot of work. Reports don't allow for monthly goals, just one? It's rare that a sales team will have the same goal every month. Have the goal show up on the Deals forecast as well on the dashboard. It's silly to have to go to the Dashboard and then Reporting Dashboard to get these views, one customizable dashboard please!
Report on ALL properties. If it's a property in HubSpot (whether it's a system property or a custom property) they we should be able to pull a report using that property. And while you're at it, separate calls, emails, and meetings from sales activities.
Heather Robinson commented
As another user posted, I'm underwhelmed that your reporting is now an add-on at additional cost. I love this tool, but being able to get to the data we're paying Hubspot to gather should be automatic and offered at any level. I'm very disappointed that you have not yet reconsidered offering this to all of your customers at no additional cost. The more we use your product and build our database, the more money you're receiving from us and the stickier Hubspot becomes in our website and marketing activities, so this feels like an unnecessary way to nickle and dime your customers.
Win Clay commented
Using the Reporting Add-on with a client of ours. It's still Playskool.
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.