Reporting & Analytics

BLand80
Member

Forms Reporting

SOLVE

Is there a way to build a report on form submissions for year to date that includes contact name, email. form name and date of form submission?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Forms Reporting

SOLVE

Hi @BLand80,

 

No, this is not yet possible. However, the forms product team has, if I recall correctly, annouced in recent webinars (admin HUGs) that there are efforts and plans to make form submissions available as a data source in the custom report builder.

 

Until then, the only native workaround in Enterprise subscriptions, as far as I know, is creating a custom object "Form submission" and automatically generating one record per submission. Once you have those records, you can very easily create reports that emulate a form submission data source.

 

These records could also be created historically by exporting form submissions and re-importing them as custom object records. A bit laborious, but doable.

 

If that's not an option, you would have to stay patient a little longer.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Forms Reporting

SOLVE

Hi @BLand80,

 

No, this is not yet possible. However, the forms product team has, if I recall correctly, annouced in recent webinars (admin HUGs) that there are efforts and plans to make form submissions available as a data source in the custom report builder.

 

Until then, the only native workaround in Enterprise subscriptions, as far as I know, is creating a custom object "Form submission" and automatically generating one record per submission. Once you have those records, you can very easily create reports that emulate a form submission data source.

 

These records could also be created historically by exporting form submissions and re-importing them as custom object records. A bit laborious, but doable.

 

If that's not an option, you would have to stay patient a little longer.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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