Creating a report that shows aggregated number of forms filled out by month.
SOLVE
I've been trying to create a simple report that shows total number of forms filled out by month for YTD. (Aggregated - just want an executove snapshot)
I would like to be able to filter off meeting link forms as well as some other oddball forms.
Currently I can create one the displays the current month and or year total, but not a month by month breakdown. And also these reports are granular showing each form as opposed to one total.
I keep thinking this should be simple... any ideas?
Unintuitive as it is, that's currently not possible. Unless you set up a custom object to track form submissions, this can currently not be reported on. Yes, I know, it's crazy.
Luckily, the product team has already announced that form submissions will become a data source in the custom report builder – from which point on it will likely be very easy to do this. Until then, it's not possible at all.
(Don't shoot the messenger.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Creating a report that shows aggregated number of forms filled out by month.
SOLVE
Thanks for the update! It’s good to know that form submissions will be included in the custom report builder soon. In the meantime, I’ll explore other ways to track this. Appreciate the info and the heads-up!
Unintuitive as it is, that's currently not possible. Unless you set up a custom object to track form submissions, this can currently not be reported on. Yes, I know, it's crazy.
Luckily, the product team has already announced that form submissions will become a data source in the custom report builder – from which point on it will likely be very easy to do this. Until then, it's not possible at all.
(Don't shoot the messenger.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer