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Reporting is the compass that guides your customer experience: reports help you pinpoint strengths and shine light on areas of friction for your customers. Your data should be as deep as your relationships with your customers. If you’re limited to surface-level summary metrics, you’re missing important details that might help you improve your customer experience. For this reason, we're introducing report drill downs.
In the past, your HubSpot charts provided summary data, but you couldn’t dig a layer deeper. For example, you could build a chart that showed deals closed over time by sales rep. But to actually see those deals, you were forced to navigate to another tool, and build a separate filter altogether. What’s the point of having so many tools under one roof, if you have to navigate separately to every app to see its dataset?
With today’s change, you can now drill into reports for the first time. Click a lead gen bar chart to see the actual contacts, a deal funnel to see the actual deals, a ticket table to see the actual tickets, and so on.
Previously, reports were one layer deep. What you saw on the chart is what you got.
With the new drill downs, you can now navigate two layers deeper. Drill into a summary value on a chart with a single click. This turns a single datapoint on a chart into a list of the records behind that data point. Then, if you want to dig into an individual record, simply click it. The record will pop open in a new window.
The new functionality works with all dashboard reports, including cross-dataset reports from the report builder.
So how would you actually use this? Here are a few examples:
This update to reports is now available to all HubSpot users.