Reporting & Analytics

JessieL
Miembro

Reporting on Forms

resolver

We would like to be able to pull a report of everyone who submitted to a particular form, see breakdown of HubSpot owner, and also breakdown of those that are closed won.

1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Reporting on Forms

resolver

Hi @JessieL

 

You can easily create a list or view of contacts who have completed a particular form and then add HubSpot owner as a column. Things get complicated when you add deal information into the mix. 

 

Becuase of the many to many relationship between contacts and deals, deal property are not accessible in contact reports and vice versa. 

 

I think your best bet will be to export two lists to excel and combine the data there. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Ver la solución en mensaje original publicado

1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Reporting on Forms

resolver

Hi @JessieL

 

You can easily create a list or view of contacts who have completed a particular form and then add HubSpot owner as a column. Things get complicated when you add deal information into the mix. 

 

Becuase of the many to many relationship between contacts and deals, deal property are not accessible in contact reports and vice versa. 

 

I think your best bet will be to export two lists to excel and combine the data there. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency