As a HubSpot user, I would like to analyse forms and their submission in the custom report builder. This was already possible in beta, but was unfortunately removed again upon release.
Unfortunately, @JoeMayall's solution to this only works to a limited extent for our use case: "The best place to analyze form submissions is in the Form Analytics page (Analytics Tools > Forms)"
What we need:
Filter submissions (e.g. by lifecyclestage of the contact)
Further data on submissions (e.g. on which website took it place).
Further options for graphical representation. Currently there are only Area, Column and Line.
Drill down from the report to the individual contact. Similar to almost all existing reports, a table should open when the report is interacted with. At present, the report only links to the form.
And most importantly: A report that depends on the exact time of the submission. First and recent conversion are too imprecise for this.
I'm looking for this feature as well. I'm trying to create a report that shows the number of form submissions, broken out by quarter. The information is there in HubSpot under the Submissions tab for the form. But there isn't a way to display it by quarter for the year or even add it to a dashboard / create a report for it. Also surprised you can't create reports in the custom report builder by form submission, but it's there under lists.
It's crazy how I can create a report for a contact and then filter that report by "a form they filled out" but I can't start with the question, "Please show me forms that were filled out today and by what contacts". I know I can do this broader analytics view, but managers need a quick spotcheck on a dashboard. They need to see "hey this form was filled out by John and look there is already an activity (email) happening....good it's being followed up on. Oh wow, now the contact is being called an opportunity opposed to a lead...a deal must have been created...yay!"
Can HubSpot please make it so that users can create custom reports based on form submissions? This seems to be a fairly popular request, with similar forums dating back to 2017 and would be incredibly beneficial.
I'd like to create a report that shows the total amount of form submissions per month in bar graph format that filters out form submissions based on one dropdown field value.
The Recent Conversion Date field is not going to work. Using that field to create this report with the existing tools will only count one submission per contact. Multiple form submissions by singular contacts won't be properly counted and the report will be innacurate.
I understand that implementing this kind of feature may take some time but could HubSpot at least provide an update on whether or not it is seriously considering or working on adding it in future releases?
Love this idea. Coming up against the same problem. I want to create a report that show form submissions YTD compared to previous year for each form as well as total form submission YTD compared to the last. Hubspot has a detailed form analysis - but it doesn't let the user edit date ranges or do comparisons. This should be an easy fix.
Since Hubspot is an inbound marketing tool - and forms submissions are a metric for lead generation - improving reporting functionality in this area seems important and not something that would be hard to create.
Trying to create what should be a very simple report - for a specific form, last month total # form submissions vs the same month a year earlier (e.g. Mar 23 vs Mar 22), and present in a bar chart so one can visually compare the two periods.
Can't accomplish this via Reports/Analytics Tools/Forms, or via custom reporting, or via establishing lists & then comparing them... very frustrating for quite a simple metric. The data is clearly there, as I can generate the total stats, as well as the year-over-year percentage change (in % number format), however can't do this as a simple bar chart.
Forms and lead capture are critical parts of the sales process - so deserve a full and detailed treatment in terms of reporting. Thanks in advance for improving this feature, HubSpot Team!
This feature would be a great add. To add to the list above, I would love to be able to see how many new leads each form brings in vs exsiting customers. I would also love to see where we lose people on the forms if possible.
I also don't understand how some of these capabilities already existed and were discontinued for some reason. I have been using a great detailed report for a few years now and when I went to include a few more specific forms, I noticed it was not available anymore.
+1 for this - it would simplify sooo many things. The submission chart from the form's performance analysis is actually great but without the option to filter it, it's pointless. One super simple use case would be to just filter our submissions from internal users made for testing.
Been a HubSpot user for a long time and I know that Form Submissions used to be an available Data Source. Please bring it back, ya'll clearly have it since you can show Form Submission analytics for any given form.
