Useful and Meaningful Reporting

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jsantaferraro
Member

I paid for the reporting module in Hubspot and have been using it for a year. To date, the only reports that are helpful to me are the pre-existing reports in the system, such as, social, competitors, key words, etc. I have not built a single report in the reporting module, due to it's limitations, that has been useful to me. I even paid a consulting company to build reports, but none of them seemed to have accurate data, so I couldn't use them. Has anyone built something useful that I could maybe clone or recreate?

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nicolebrenner
Solution
HubSpot Employee

Hi @jsantaferraro, we have some resources that may help you build some more customized, and meanignful, reports that I think would be a great place to start. 

First, I would check out the Academy Broadcast

http://academy.hubspot.com/broadcasts/reporting-add-on

 

Then, maybe give some of our blog posts a read:

https://blog.hubspot.com/marketing/essential-marketing-metrics#sm.001sv8cd6169oe0dpws13csc5xi1s

 

Or take on one of the Academy projects where you can walk through how to build one of these custom (although recommended) reports (this resource can be found in the broadcast linked above). 

 

Additionally, maybe @HubTrog has some good insight to share? 

 

 

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nicolebrenner
Solution
HubSpot Employee

Hi @jsantaferraro, we have some resources that may help you build some more customized, and meanignful, reports that I think would be a great place to start. 

First, I would check out the Academy Broadcast

http://academy.hubspot.com/broadcasts/reporting-add-on

 

Then, maybe give some of our blog posts a read:

https://blog.hubspot.com/marketing/essential-marketing-metrics#sm.001sv8cd6169oe0dpws13csc5xi1s

 

Or take on one of the Academy projects where you can walk through how to build one of these custom (although recommended) reports (this resource can be found in the broadcast linked above). 

 

Additionally, maybe @HubTrog has some good insight to share? 

 

 

View solution in original post

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nicolebrenner
HubSpot Employee

In addition, I wanted to highlight some of the features that are available in the reporting add-on and wouldn't be available elsewhere 

  • Company Reporting
  • Customized reports on lists using properties besides Country, Lifecycle Stage, and Original Source
  • Increased functionaity for sales reporting (beyond the 5 provided default widgets)
  • Customized (and unlimited) Dashboards
  • Funnel Visualizations 

All of these features are advantages of the reporting add-on

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