Workflow Dashboard Reporting

jknye07 · ‎Mar 10, 2020

I use HubSpots workflows a ton and viewing their success/failures more easily, like in a dashboard, would be great. I have MQL and SQL workflows that run regularly and also create them for large events we exhibit at and it would be great to more readily see their results and determine which workflows/emails need the most optimization.

KYong · ‎Apr 10, 2023

Similarly, my team is also trying to figure out how many active workflows have each contact. And I agree that it would be great to be able to filter the report based on workflow status (e.g. on/off, completed, etc.)

HAsh · ‎Jun 2, 2023

Yes, this is something i am having to work around now and it is very annoying!

ETurner9 · ‎Jun 7, 2023

Bumping for priority. Would be a super cool feature!

auto-mate · ‎Jul 6, 2023

It's really frustrating not be able to easily view e.g. a list of who has met the workflow goal!

SMcCue · ‎Jul 6, 2023

Interim solution:
Until HubSpot makes it easy to "click-to-view" folks who complete the goals in workflows, I've created a simple list with these filters:

Screenshot 2023-07-06 at 8.58.12 AM.png

Again, maybe not the desired solution for everyone on this thread, but hopefully helpful to those who NEED the info right away.

Cheers!
Sam

YiRui_Chua · ‎Sep 11, 2023

Hi team, ideally, if we can show top level marketing emails metrics within "workflow" reporting - that would be nice.

For instance, within one workflow, I have three marketing emails. As part of the workflow performance page, it will show the average sent rate/ open rate etc of those emails combined.

Thank you!

Joshuajm6 · ‎Sep 11, 2023

Just being able to see how many contacts have gone down the different paths, and being able to export a list of contacts that have reached certain decision points would be very helpful.

apfang21 · ‎Sep 11, 2023

Revisiting this in September 2023 - please allow us to utilize the data displayed on workflow performance details as dashboard reports. Maintaining a line of sight on enrollment trends alongside KPIs would be very insightful!

AEdeburn · ‎Oct 2, 2023

Being able to see who and where a contact is in our workflows at a high level is a critical need for my company. Big +1 to this.

Farah1 · ‎Nov 6, 2023

Any news on workflow reporting? It would be so helpful

AfromWith · ‎Jan 14, 2024

Hi @JHartnagle any update on this?

sylvain_pref · ‎Jan 15, 2024

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AcadiaRose · ‎Jan 30, 2024

Any updates on this?

AMarsico · ‎Feb 29, 2024

Yes please! It would be beneficial to report on workflows and export the data out, which is less time consuming. Also, being able to export out the date and time an email was sent and the date and time for when an email was opened within a workflow would be nice as well.

ElisadePortu · ‎Mar 25, 2024

Hi,

it would be very useful to analyze how many contact go through each action. For example we have put at the end of a workflow the action "delete contact".
It would be fundamental to report how many contact are deleted trough the time (monthly, yearly and so on)

KPrecour0 · ‎Apr 29, 2024

Has there an update on Workflow reporting? Would be great to beable to incorporate better reporting into dashboards, particularly goal tracking.

JHartnagle · ‎May 15, 2024

Hi Everyone,

Yesterday we launched a beta for an Analyze Tab for Workflows. As always,I would appreciate hearing any and all feedback for our next iteration of workflow reporting.

How we are hoping this will help:

Customers need a comprehensive overview of all their automations, coupled with the capability to delve into specific automations, to effectively monitor the impact of automation on their business. These analytical tools will assist customers in easily identifying:

The extent to which automation is employed across their business and potential areas for further automation.
Performance metrics of automations, including changes in enrollment rates, and comparing enrollment of specific workflows or groups of workflows.

Until now, the sole method for customers to access this information is by monitoring the logs of each individual workflow.

Please go to product updates to join the beta. If you have feedback for the next iteration of the analyze experience please email me directly, or book time with me to discuss! Thank you in advance for sharing how we can better meet your needs!

Screenshot 2024-05-15 at 4.57.14 PM (2).png

Screenshot 2024-05-15 at 4.57.14 PM (2).png

Best,

Jess

jhartnagle@hubspot.com

GPalethorpe1 · ‎Oct 4, 2024

Hi When will it be possible to create reports from workflows, its great you can view and edit the Enrollment over time but it's useless if I can't put it into a report/dashboard for our Senior management. This has been in planning for a long time. Please update us, thanks Gill

AJuhlin · ‎Oct 28, 2024

@JHartnaglethis would be very helpful to be able to integrate into dashboards and create reports on - rather than just being able to dig into it individual by clicking into it. This would be helpful to quickly analyze performance and enrollment of workflows all at once.

R_R · ‎Apr 11, 2025

@JHartnagle have there been any updates on the workflows topic? We're also looking for a way to expand on our reporting by including workflows.
One solution could be by exporting marketing emails' data using API endpoints but even there the most useful endpoint (https://api.hubapi.com/marketing/v3/emails) is missing workflow reference strings.

I have also opened a new idea here. Will look forward to your input! Thanks