Recreate Sequence Reports

[Tom_B]

Hello all,

I'd like to recreate the default Reports, although I just checked via Chat with a HubSpot Representative that it's not possible at this time to simply duplicate and customise these.

Does anybody have any idea (preferably screenshots or recordings) on how I can recreate the following reports:

1. Sequence sender score
2. Sequence enrollment totals and engagement rates
3. Sequence enrolls, opens, and clicks by month
4. Activity feed timeline

Much appreciated for any assistance!

[HubSpot_Corey · Accepted solution]

Hi @Tom_B  and thanks for the tag @PamCotton 

There are a few alternative solutions available, though they might vary depending on your HubSpot subscription level. I’ll focus on the options that are generally accessible to everyone.

Sequence Sender Score:

To attempt to recreate this report, you'll need to select custom report as the single report option does not support the necessary fields. You don’t need to select multiple datasets here; simply choose “Sequences.” However, there are some caveats. Firstly, the sender score rating field can’t be exactly replicated without access to Report based custom formula functions, which are available with the HubSpot Operations Hub. Secondly, you can only report metrics like “Sequence endings, no response,” “Contact bounces,” and “Replies from sequence” individually. My suggestion is to create a separate report for each metric and then arrange them side by side on a dashboard to recreate the sequence sender score report.

Sequence enrolment totals and engagement rates

This report also requires custom reporting. By selecting the fields as shown in the accompanying image, you can closely replicate the report by obtaining the total numbers for each field.

However, If you have access to formula fields, currently in [BETA] as depicted below, you can calculate engagement percentages using the following formulas:

Percentage of Opens  = [SEQUENCE.hs_enrollment_count] / [SEQUENCE.hs_enrollment_count]

Percentage of Clicks = [SEQUENCE.hs_enrollment_count] / [SEQUENCE.hs_click_count]

Percentage of Replies = [SEQUENCE.hs_enrollment_count] / [ [SEQUENCE.hs_reply_count]

Percentage of Meetings Booked = [SEQUENCE.hs_enrollment_count] / SEQUENCE.hs_meeting_booked_count]

Percentage of Unsubscribes = [SEQUENCE.hs_enrollment_count] / SEQUENCE.hs_unsubscribed_count

This will be done as shown below:

These calculations will yield decimal values. To convert these into percentages, simply create the fields, then click on the pen icon and change the format to 'percentage'.

Sequence enrolls, opens, and clicks by month:

Same as above but add a filter using a date range to limit the data to the timeframe you wish.

Activity feed timeline
This table is unable to be recreated to my knowledge without the use of external tools or coding.

If you need any further help or assistance, please just let me know.

[ASU]

Voting for this as well, as it would be helpful. 

[PamCotton]

Hey @Tom_B thank you for reaching out to our Community!

While duplicating and customizing them directly may not be an option currently, there are alternative ways to achieve similar insights, for example, utilizing HubSpot's reporting tools to create custom reports that track sequence enrollments and engagement rates. You can segment data by sequence name, date range, and other relevant criteria to get a comprehensive view of performance.

To our top experts, @danmoyle, @HubSpot_Corey any recommendations for @Tom_B matter?

Thank you,

Pam

[HubSpot_Corey · Accepted solution]

Hi @Tom_B  and thanks for the tag @PamCotton 

There are a few alternative solutions available, though they might vary depending on your HubSpot subscription level. I’ll focus on the options that are generally accessible to everyone.

Sequence Sender Score:

To attempt to recreate this report, you'll need to select custom report as the single report option does not support the necessary fields. You don’t need to select multiple datasets here; simply choose “Sequences.” However, there are some caveats. Firstly, the sender score rating field can’t be exactly replicated without access to Report based custom formula functions, which are available with the HubSpot Operations Hub. Secondly, you can only report metrics like “Sequence endings, no response,” “Contact bounces,” and “Replies from sequence” individually. My suggestion is to create a separate report for each metric and then arrange them side by side on a dashboard to recreate the sequence sender score report.

Sequence enrolment totals and engagement rates

This report also requires custom reporting. By selecting the fields as shown in the accompanying image, you can closely replicate the report by obtaining the total numbers for each field.

However, If you have access to formula fields, currently in [BETA] as depicted below, you can calculate engagement percentages using the following formulas:

Percentage of Opens  = [SEQUENCE.hs_enrollment_count] / [SEQUENCE.hs_enrollment_count]

Percentage of Clicks = [SEQUENCE.hs_enrollment_count] / [SEQUENCE.hs_click_count]

Percentage of Replies = [SEQUENCE.hs_enrollment_count] / [ [SEQUENCE.hs_reply_count]

Percentage of Meetings Booked = [SEQUENCE.hs_enrollment_count] / SEQUENCE.hs_meeting_booked_count]

Percentage of Unsubscribes = [SEQUENCE.hs_enrollment_count] / SEQUENCE.hs_unsubscribed_count

This will be done as shown below:

These calculations will yield decimal values. To convert these into percentages, simply create the fields, then click on the pen icon and change the format to 'percentage'.

Sequence enrolls, opens, and clicks by month:

Same as above but add a filter using a date range to limit the data to the timeframe you wish.

Activity feed timeline
This table is unable to be recreated to my knowledge without the use of external tools or coding.

If you need any further help or assistance, please just let me know.

[SKettner]

Hi @HubSpot_Corey , thank you for the information here! This is exactly what I am also trying to accomplish.

I tried using your formula but Hubspot is giving me an error. I believe the functionality has been updated since April so my screen looks a bit different than yours. Any advice would be greatly appreciated!

[HubSpot_Corey · Accepted solution]

Hi @SKettner it looks as though you're creating a new property, however this solution is using the formula field available when creating a new report. It's in the bottom left of the screen when you're creating custom reports on multiple objects. 

[bcornman]

This is the type of info I'm looking for. Trying to get sequence conversion rates for every user but I don't have Hubspot Operations Hubs. How would it work without that functionality?

[danmoyle]

Thanks for the tag @PamCotton - +1 for the resources and screenshots from @HubSpot_Corey here. Nothing more I can add. Hope it worked out, @Tom_B.

[Tom_B]

Hi @PamCotton and @HubSpot_Corey,

Thank you for responding to the post. I'm going to give it a shot to see if I can get this to work and I'll get back you after.

Kind regards,

Tom