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JDUnymira
Participant

How to Export Number of Leads and MQLs by day only (dont need contact details)

SOLVE

Reason: Setting up a Google Data Studio report  to simply show # of new leads on a daily basis + number of leads that became MQLs and SQLs

 

I don't care about the contact's details (name/email/etc).  So what I want to do is export (based on a filter so it's only leads for the US business) and get a table with these columns:

 

[Date]              [Total # of Leads] [Total MQLs] [Total SQLs]

01-Jan-2019  |           3                 |        0            |         1          |

 

Is this possible? Thanks

0 Upvotes
1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

How to Export Number of Leads and MQLs by day only (dont need contact details)

SOLVE

Hi @JDUnymira,

 

Using the custom report feature you can do absolutely this.

  1. Create a New Report for Contacts
  2. Add data for Became MQL Date (or your other lifecylcle stages)
  3. Add lifecycle stage
  4. When visualize, change to table view
  5. Show a summarized table view
  6. Up in the right, you can export via CSV

See screenshot below.

 MQL-Report-by-Day.JPG

 

I hope this helps!

 

Josh


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

View solution in original post

3 Replies 3
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

How to Export Number of Leads and MQLs by day only (dont need contact details)

SOLVE

Hi @JDUnymira,

 

Using the custom report feature you can do absolutely this.

  1. Create a New Report for Contacts
  2. Add data for Became MQL Date (or your other lifecylcle stages)
  3. Add lifecycle stage
  4. When visualize, change to table view
  5. Show a summarized table view
  6. Up in the right, you can export via CSV

See screenshot below.

 MQL-Report-by-Day.JPG

 

I hope this helps!

 

Josh


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

JDUnymira
Participant

How to Export Number of Leads and MQLs by day only (dont need contact details)

SOLVE

First of all - the initial issue was that our account had reached its limit for custom reports and wasn't letting me create it. 

 

Followup question - the report example you show uses "Became MQL" in the left most column when I rather need just the plain date and then 1 column for Became Lead and 1 column for Became MQL.  How do I set that up?

 

Trying now but can't seem to get the right configuration

0 Upvotes
JDUnymira
Participant

How to Export Number of Leads and MQLs by day only (dont need contact details)

SOLVE

Awesome @Josh thanks so much for taking the time to explain and even attach a screenshot! Very helpful!

0 Upvotes