Hi guys,
This might be such a straightforward answer but I can’t find the most suitable way to do it. I need to export enrolment data (volumes mainly) per month for contacts enrolled, contacts that completed the flow and contacts that were lost due to errors. I want to report on the numbers but I can’t find the most suitable way.
Tried from the performance tab and from the action logs, however, I can’t differentiate between these 3 groups. Any ideas?
Hi @KristinRigova,
The ability to export records to a segment from the workflow details page is fairly new and indeed lacks the granularity you’re looking for. At the moment, before creating the segment, you only have these filter options:
If you need more, then I’d recommend creating date properties which you populate via “Edit record” in your workflow, so that you can filter for those date ranges when exporting contacts or other records. This won’t work retroactively of course.
Best regards
I’ve seen teams hit this same wall, and right now HubSpot doesn’t expose clean buckets for enrolled, completed, or error-stopped contacts inside the workflow UI. The performance tab gives totals, but not the monthly breakdown you want, and action logs mix everything together. The workaround that gives you real reporting is to add a simple date stamp inside the workflow.
Use an “Edit record” action to populate a custom date property at each key point, then filter or export based on those properties later.
(Edit records using workflows )
That gives you month-by-month slices going forward. If you also need historical data, a quick clarifier: do you have access to Operations Hub or any external reporting layer? In 2025 a lot of teams sync workflow enrollment events into a database to run these monthly volume reports without relying on manual exports. If consistency between HubSpot and your ops system is the gap, Stacksync keeps them mirrored as changes happen. Hope this helps.
