[closed] AMA - Reporting Tips & Tricks with Josh Curcio

News Ask Me Anything and Panel Discussions
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Hi @Anton!

  • Extending the reports by external tools like Hotjar
    • My answer to this would be different depending on whether or not the tool integrates and sends data to HubSpot or not
      • If it does send data to HubSpot, it won’t likely send “reports” to HubSpot so you’ll want to utilize the other data points to build the reports based on what data is available. If you can send data directly to records you can use that data to then build the report accordingly. In other scenarios, you might have to find workarounds to use, such as list membership. Several 3rd party tools allow you to build an active list based on the integration data, in turn, you can use that for reporting.
    • If the tool does not integrate with HubSpot, I do find it helpful to embed the reports right into a HubSpot dashboard. It’s ideal to look at all of your information in one place. Some 3rd party tools will provide you with a share link or embed code that makes it very easy to embed into a dashboard.
  • Building “perfect” dashboards for website and marketing reports?
    • I can’t get incredibly specific here because the perfect dashboard for one person or team isn’t going to be the same for another. The biggest piece of advice when creating dashboards is to allow it to tell a story and have a purpose. It’s really easy to throw together a dashboard that has 20 reports on it, but if they aren’t relevant and don’t help you understand the data it just adds to the noise and eventually gets ignored. When creating the perfect dashboard, ask yourself…why do I need this report/KPI, what am I going to do with what it’s telling me? If you don’t know why or can’t use the data, it shouldn’t go on the “perfect” dashboard. That doesn’t mean it shouldn’t exist…but it won’t be front and center.

With the free and starter tools there will be some limitations on how advanced your reports can get. Once you have access to the custom report builder on Pro and Enterprise, the capabilities expand greatly!

Awesome questions, Anton. Thank you for participating!