Reporting & Analytics

Arisride
Participant

How to select "Forms" as a data source in a report?

SOLVE

Hello,

 

I would like to create a report for my dashboard where I display the number of forms filled on my website. However, I don't find "Forms" as a source of data (see attached screenshot).

How can I access this data for my report? Is it located under a different data source?

 

Thank you

 

Custom Report Builder.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to select "Forms" as a data source in a report?

SOLVE

Hi @Arisride,

 

This simply does not exist (yet). The product team has already announced that they are working on this but as of now, we need to be patient. There is no forms data source for the custom report builder.

 

There is one out-of-the-box report "Form submission totals" in the report library which might be what you're looking for: https://knowledge.hubspot.com/reports/use-a-report-from-the-report-library

 

If not, we'll unfortunately have to be patient and wait.

 

Best regards!

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

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

How to select "Forms" as a data source in a report?

SOLVE

Hi @Arisride,

 

This simply does not exist (yet). The product team has already announced that they are working on this but as of now, we need to be patient. There is no forms data source for the custom report builder.

 

There is one out-of-the-box report "Form submission totals" in the report library which might be what you're looking for: https://knowledge.hubspot.com/reports/use-a-report-from-the-report-library

 

If not, we'll unfortunately have to be patient and wait.

 

Best regards!

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.

Arisride
Participant

How to select "Forms" as a data source in a report?

SOLVE

Ok clear, thanks for your quick answer.

0 Upvotes