Custom Reports on Emails, Forms, and other objects

Hi Joe,

I noticed some of the requested features are in the custom report builder now, which is great. It’s a step in the right direction. But I’m still missing some basic stuff that I feel is essential. To respond to:

"A few points highlighted in the original post:

  • The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)
  • Workflow analytics can be seen under the “performance” tab of each workflow. "

I’m aware that I can find form and workflow reports in their respective sections of Hubspot, and the same goes for the email analytics in the Email section. But that’s exactly the problem that prompted me to propose this idea in the first place. That’s not where management is going to look. And the filtering options there are very limited. The whole point of a dashboard is to have a centralized place to host this kind of information, rather than have it scattered around the platform in various submenus.

What I’m currently still missing is the ability to create a single report that shows all (or as many as I want) of the common email metrics like sends, deliveries, opens, clickthroughs, bounces, unsubscribes. The perfect example of it is already in the Analyze menu of the Email section, right at the bottom:

Give me this, but as a custom report where I can filter the emails by name, campaign, email type, send date, etc. etc., and select which metrics I want to show (sends, opens, ctrs, etc.), and let me put it on a dashboard, and I’ll be a happy man indeed :slightly_smiling_face:

Right now the custom report builder is limited. I can only select one of the email metrics per report for some mysterious reason. This is very inconvenient, as you have to create a new report for every metric. If you also have to break down by some other metric, say Campaign, or country, you get a ‘dashboard’ that doesn’t deserve to be called a dashboard because of all the clutter.