You’ve already uncovered the key challenge: HubSpot doesn’t store workflow enrollment data in a way that’s searchable or exportable, either through the UI or the API.
So unless your workflow is setting a field or triggering some kind of trackable property, there’s no native way to report on or export companies that went through it.
Status quo:
- You can view enrolled companies manually by going into the workflow and checking the “Enrollment History,” but there’s no way to export that list directly.
- Active Lists won’t help unless a property is being set in the workflow.
- Reports and workflows don’t track enrollment history as a reportable field—a big oversight.
Recommended flow going forward if this is important for you to report and have visibility on.
Add a custom property like “Workflow X Completed” and set it to “Yes” at the end of your workflow. That gives you:
- A clean, reportable field
- The ability to build lists and reports in HubSpot
- A trigger point to identify enrolled companies in the future
Yes, it adds a bit of CRM “bloat,” but if this data matters to your reporting—it’s worth it.
If you’re still limited inside HubSpot even with the field based on the specific report type you want:
- You can use Coefficient on HubSpot’s marketplace (it’s a certified 2-way sync between HubSpot and Sheets/Excel) to pull all Companies into Google Sheets, filtering by that custom field (e.g., Workflow X Completed = Yes).
- Build your reports or charts in Sheets, with complete flexibility (grouping, pivoting, visualization).
- Then, embed those charts directly into your HubSpot dashboard using the “Add Other Content” option + Google Sheets’ “Publish to Web” feature. I created a video on this recently if you need it.
This way, you get a clean, live view of workflow enrollment data even though HubSpot doesn’t surface it natively.