Opt in totals report by group of contacts

[ParkerO]

Hey everyone!

I'm trying to see the top forms that group of contacts have filled out. I have the Opt-In Totals report and that s great I'd love to add a fiter to it that only shows the results from a list of contacts but I can't seem to figure it out. Thanks for your help! 


Parker 

[ParkerO]

We are on an enterprize subscription. This is a Hubspot form, it's the "Form Submission Totals" a hubspot template. 

 

 

[karstenkoehler · Accepted solution]

@ParkerO this is a report with limited filter options, see below:

It's neither possible to create a custom report that replicates these data exactly, nor to filter this default report by contact list membership, unfortunately.

You could request more flexibility with this report in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

[ParkerO]

Also, the form that I'm using is actually one of the Hubspot ones it's the "Form Submission Totals" template 

[karstenkoehler]

Hi @ParkerO,

This sounds like a custom report someone created in your portal, not a default HubSpot report from the report library or marketing analytics.

If you want to customize a report, there are various ways to do so. Typically, when you're looking at a report, there'll be three dots in the top right corner or a customize button to get into the report builder – where you can then adjust the report filters.

Alternatively, navigate to Menu > Reporting > Reports, then search for your report, hover your mouse over it, Actions > Customize.

If you do not see these options, you're lacking the permissions and need to ask an admin to assing reporting permissions to you: https://knowledge.hubspot.com/user-management/manage-user-permissions

Best regards

[ParkerO]

Ok cool I don't see those options, I'm currently a Super Admin, I'll look and see if there are any additional reporting options that are not turned on for me 

[karstenkoehler]

@ParkerO could you share a screenshot of the report, ideally showing the interface surrounding it? Which subscription level are you on? Are none of the steps I shared working, not even the reports section?