Dashboards & Reporting

FMutele
Member

Lead capture form

SOLVE

Hi everyone,

 

I want to create a report for a single lead-capturing form which will include all the feedback properties within it, and feed it to a dashboard.

 

Anyone who can assist or HubApot does not have that capability yet?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead capture form

SOLVE

Hi @FMutele,

 

The exact input from the form can only be viewed under Marketing > Lead capture > Forms, in the Submissions tab.

 

You could create a custom report and place it on a dashboard but it would not necessarily show the input from the form submission; it would show the latest value for a contact in those fields.

 

Such a report can be created under Menu > Reports > Reports > Create report > Single object, by choosing a table visualization. Let me know if you need help creating such a report.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead capture form

SOLVE

Hi @FMutele,

 

The exact input from the form can only be viewed under Marketing > Lead capture > Forms, in the Submissions tab.

 

You could create a custom report and place it on a dashboard but it would not necessarily show the input from the form submission; it would show the latest value for a contact in those fields.

 

Such a report can be created under Menu > Reports > Reports > Create report > Single object, by choosing a table visualization. Let me know if you need help creating such a report.

 

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.