Jan 6, 2017 3:30 PM
I run frequent reports to evaluate data in form submissions, particularly our contact us forms. I have two issues with the reporting that result in a lot of manual work:
1. If I delete a contact that filled out the form (i.e. a fake lead or someone trying to sell us something), then the contact still shows up in the report because they filled out a form "at one time". This is quite annoying as I have to manually go through each export and review all comments to try to remove these non-leads from our reports.
2. If I request the data for a specific timeframe, such as a quarter, it will show me the results for that timeframe on the screen, but when I do the export it shows me everyone who filled out that form ever, which is years worth of data. Again, I have to manually go through the report to delete the people outside of the timeframe I have requested. I hate to have to create a new form every quarter or year because then I will lose the history and will have to piece together reports to get the full picture.
Anyone else encounter this and come up with any solutions? My reachout to HubSpot hasn't yielded anything other than "that is how it works", which does not seem possible.
Solved! Go to Solution.
Jan 17, 2017 10:39 AM - edited Jan 17, 2017 10:40 AM
@DebbieF Indeed, you are able to select which fields you want to be included in the export, like so:
However, there would be no option to select the set of fields that is included in a given form for your export - you would need to know which fields you want to be included, and to select them yourself.
I hope this is a satisfactory workaround!