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Reporting & Analytics

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Solved
Deep_Kwatra on March 04, 2026
We currently have 50K contacts whose Original Traffic Source is marked as Offline Sources . However, some of these contacts later converted and closed deals through Email Marketing efforts. I would like to understand how many Leads, SQ read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 04, 2026 05:01
Hi @Deep_Kwatra , You could check if the Latest traffic source has ever been Email marketing - and create a segment to filter for these contac...read more
tylerdeion on March 03, 2026
HOW ON EARTH do you people use campaigns in HubSpot?! Like honestly?!?!?! We’re trying to get real attribution for conferences (pipeline/rev) and I think we’ve got the “data plumbing” mostly figured out: Custom object = Conferences read more
2 upvotes
2 Replies
Most Valuable Member | Platinum Partner
March 04, 2026 10:19
Heya @tylerdeion . I don't have an easy answer, as it's been different every place I've been andwith each client. However, I did just see this from...read more
Solved
Schristian7 on February 26, 2026
My team and I have been running digital ads through publications and social platforms. While reviewing reports from multiple sources vs Hubspot's, we've noticed that the reporting we recieve in Hubspot's campaign manager regarding tracking URLs is i read more
1 upvote
6 Replies
Accepted solution
Recognized Expert | Diamond Partner
February 27, 2026 10:51
Hi @Schristian7 , The tracking URL allows you to add UTM paremters to it which would be ideal as it will allow you to better track and organize the...read more
Solved
JSchlick on February 26, 2026
Hi everyone, I am trying to break down our reporting more granular. We have a target number for each region per month, i.e. we want 50 MQLs in France in January, in febuary it should be 55 etc. Has anyone found a way to compare the actual MQL read more
Accepted solution
Hall of Famer | Partner
February 26, 2026 05:02
Hi @JSchlick , How many regions do you have? I would solve this with one report per region, probably, and either a goal line within a report o...read more
Solved
JSchlick on February 25, 2026
Hi everyone, we are refining our reporting and wanted to set MQL goals per week per regions. For this I used the tempate " Number of contacts in a lifecycle stage ". While the creation works fine, I can search for the goal and the goal also gets s read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 25, 2026 07:05
Hi @JSchlick , Your second screenshot shows that there is a filter applied. Can you confirm that you clicked "Clear all"? If so, and if you st...read more
Solved
NHgtm on February 24, 2026
Can the list of website visitors in the Website visits app be exported? How are folks using this app - if you can't export, can it be pushed to a LinkedIn audience?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 25, 2026 01:54
Hello @NHgtm , Yes, see here 🙂 https://knowledge.hubspot.com/ads/create-ads-audiences-in-hubspot#website-visitors-audience Best reg...read more
Solved
VSlim on February 24, 2026
For a while now, I've been updating our dashboards and reports. I'm used to the old layout, and now the settings are changing in the reporting builder. We have a lot of table overviews on incoming leads by months with the assigned lead status. Unfor read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 24, 2026 03:51
Hi @VSlim , I think you'll get closer to your desired outcome with a pivot table: Simply replace lifecycle stage with your lea...read more
Solved
BSardella on February 23, 2026
Hello, I am using LocaliQ to integrate some of my leads and am having difficulty reporting on the data that shows up in my contacts. Does anyone have experience with this that can help?
1 upvote
3 Replies
Accepted solution
Key Advisor
February 26, 2026 10:40
Hey @BSardella , the reporting headache with LocaliQ leads is usually about how the contacts get tagged when they land in HubSpot. Since LocaliQ do...read more
Solved
CAltindas on February 23, 2026
Hallo zusammen, ich habe eine Frage zum Thema E-Mail-Reporting in HubSpot. Wenn E-Mails aus HubSpot heraus geschrieben und an Deals oder ein Custom Object (z. B. Anfragen) verknüpft werden: Ist es möglich, über ein Reporting auszuwerten, wie v read more
0 upvote
4 Replies
Accepted solution
Member
February 23, 2026 06:57
You can definitely pull this in the custom report builder. Just use "Activities" as the primary data source and filter by the association to Deals o...read more
Solved
BFrancis9 on February 20, 2026
I'm setting up a weekly dashboard in Hubspot so I can automate it to be sent to stakeholders every Monday. All reports are looking good apart from my social media reports. I am just trying to set up a table which shows each LinkedIn post from th read more
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Platinum Partner
February 20, 2026 16:08
Hey @BFrancis9 - the good news is that I think you're just around the corner from the solution here. HubSpot's social reports support rolling date ...read more
Solved
CHupperts on February 19, 2026
Does anyone know if there is a way to export summarized data instead of unsummarized data from reports? This would be a great feature if possible. instead, i have to go in and delete the rows since not everyone i work with understands database struc read more
1 upvote
7 Replies
Accepted solution
Participant
February 20, 2026 10:18
So i may have stumbled on a workaround. i tryed exporting the file again as a CSV instead of an XLS. the download produced a zipped file with two CSV...read more
Solved
SBattuello on February 19, 2026
Hello, We want to do an analysis based on the meeting scheduled by sales. What we would like to know specificly are the leads email address with who the meeting was scheduled (to see then where are in the pipeline/lifecycle etc.) Is there a way t read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
February 19, 2026 07:53
Hi @SBattuello , Yes, this can be done in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-rep...read more
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