Dashboards & Reporting

Faisal_Nawaz
Membre | Partenaire solutions Platinum
Membre | Partenaire solutions Platinum

How to Report Weekly Contacts Created by Custom Source in Starter Plan?

Résolue

Hi everyone,

I’m on HubSpot Starter and need to create a weekly report showing contacts created, broken down by a custom source property. Since I can’t use custom reports and the default "Original traffic Source" report doesn’t reflect this property, is there a workaround to track or segment this data?

Thanks for your help!

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

How to Report Weekly Contacts Created by Custom Source in Starter Plan?

Résolue

Hi @Faisal_Nawaz,

 

I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports based on custom properties. I'm not aware of any workarounds either. You would have to upgrade to Professional or report on this outside of HubSpot by exporting the data.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

How to Report Weekly Contacts Created by Custom Source in Starter Plan?

Résolue

Hi @Faisal_Nawaz,

 

I'm sorry to be the bearer of bad news, but in the Starter subscription tier it's not possible to create custom reports based on custom properties. I'm not aware of any workarounds either. You would have to upgrade to Professional or report on this outside of HubSpot by exporting the data.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
Faisal_Nawaz
Membre | Partenaire solutions Platinum
Membre | Partenaire solutions Platinum

How to Report Weekly Contacts Created by Custom Source in Starter Plan?

Résolue

Thank you for the clarification and your helpful insight!

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