Hola! ¡Tenemos nuestra Comunidad en Español!

Creating a form submission report/dashboard

I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only find this information through the form submissions main section but I don't know if I'm just not looking in the right place to create this report or dashboard. 

 

Any help would be greatly appreciated! 

33 Replies
saurabhg
Occasional Contributor

This feature should be simple to implement in HubSpot since similar reporting feature is available in the CTAs module to "Export Data" for the selected date range as .csv/.xls/.xlsx formats.

 

If this feature is difficult to implement, then at least allow user to copy the table (page wise) from the browser and paste it in MS Excel (Note: When pasting in Excel, the data on the rows columns breaks so I have to spend extra time to format)

Siddall
Top Contributor

I'm living in denial that I can't easily run a report to see "how many submissions were made to Forms X, Y, & Z in the month of January.

 

Someone please tell me I'm missing the forest for the trees...

Sophie_Messieux
Occasional Contributor

Taking a report out of submitted forms by month is simply not possible today. We can only rely on the recent conversion date but it has nothing to do with it. The idea is evoked since 2017 and still nothing. I found more than 5 topics on the community!

Annie_B
Occasional Contributor

HubSpot, how many customers need to upvote before you pay attention to this request? Reporting on form submissions week over week should be a basic reporting function. Manually exporting a list and creating a dashboard in Excel on my own is tedious and makes my job harder. Do better, Hubspot, and at least reply to a request that has been open since 2017!

dbhoward
Regular Contributor

I agree - using the List function as a poor man's reporting tool is inadequate.

 

That said, I generally focus on reporting out of Salesforce, and focus on lead volume, and campaigns / leads to Oppty's and revenue.

Brandy13
Regular Contributor

Adding on here, it would be useful to see new contacts versus existing within the form reporting. Thanks!

christa
Regular Contributor

We desparately need this as well. We were able to figure a workaround with the 'old' reporting tool. It was hacky and not ideal but worked using lists and 'added to list' as the date property. We missed contacts that had multiple submissions with this so again, not ideal but can't even do this any longer with the recent updates. 

 

I'm baffled that there are so many requests for this since 2017 and still no action.

 

One use case for this is the need to have the form submission report emailed weekly to other team members that monitor the form submissions for specific landing page traffic. We do this to audit sign ups and gauge the effectiveness of our messaging on a weekly basis. So we need to have date parameters related to that specific form submission (not recent conversion). 

dbhoward
Regular Contributor

I recommend that folks essentially abandon reporting in HubSpot.

 

My default method would be to tie form completion to a workflow and a campaign in Salesforce, and then track and report how many leads/form submissions against the form and asset in Salesforce. Then, everyone in Salesforce can run the same report, and see the same data.

 

It's then easy to track leads against the asset, and even opportunity pipeline back against the asset.

 

Salesforce reporting, and most CRM reporting is more advanced than reporting in most marketing automation tools.

 

It also doesn't make sense to do reporting out of the CRM and MA tool.

amyleopold
Occasional Contributor

Need this, too! Currently trying to figure out how to do this reporting.

I have the added complexity of need to report out on the topic of intereted selected as well. I can't belive this isn't an option.

And it needs to be able to track over time to do comparison.

Marine
New Contributor

Same here! Need to have a form submission report by country!