Reporting on Document Views

[ZRobina]

Hi HubSpot Community! I would like to create a report/dashboard that can show me who has viewed the documents and resources I have sent them recently, but I don't seem to be able to find a function for this 😞 does anyone have any tips? Thanks ever so much!

[hoyahess]

Upvote!
I would be really helpful to be able to report on who is opening documents, for how long, etc.  Today we have to click on an individual document, and click into the record of each individual... it's manual and tedious.  Making reporting available on this object would enable a signficant sales productivity lift with follow up calls to those that are spending time in sent documents. 

[karstenkoehler · Accepted solution]

Hi @ZRobina,

You can analyze documents by following these steps: https://knowledge.hubspot.com/reports/analyze-your-sales-content-with-the-sales-content-analytics-to...

Best regards!

[ZRobina]

Hi Karsten, thanks so much for your reply! This is very helpful, not quite what I was hoping to do though, but I can likely figure out a way to make this work....thanks again 🙂