HubSpot Reports – All You Need to Know

As a marketer, understanding the effectiveness of your campaigns is crucial for making data-driven decisions that can help you improve your strategies and achieve better results. That's where HubSpot reporting comes in. With HubSpot, you can easily generate reports and dashboards that provide insights into your marketing, sales, and service performance, allowing you to make informed decisions that can help you grow your business.

HubSpot’s Reporting feature gives you valuable insights into your website’s traffic, leads, and customers. With this data, you can make informed decisions about your marketing and sales strategies. In this blog post, we will give you an overview of HubSpot Reports and how they can benefit your business.

In this blog post, we'll explore HubSpot reporting in-depth, discussing the different types of reports available and how you can use them to track your progress and make data-driven decisions. So, let's get started! What

What are HubSpot Reports?

HubSpot Reports is an indispensable tool for businesses looking to make informed decisions about their marketing and sales strategies. This reporting tool provides users with insightful data about their website's traffic, leads, and customers. It is available for all users on the HubSpot platform and uses data from various sources to generate detailed reports that offer valuable insights into your business.

With HubSpot Reports, you can track and measure the performance of your marketing campaigns, sales efforts, and customer service interactions. The tool provides you with the ability to analyze data, gain insights, and make data-driven decisions that will improve your business strategies.

In summary, HubSpot Reports is a powerful tool that allows you to collect and analyse data to gain valuable insights into your business. It is an essential resource for businesses looking to improve their marketing and sales strategies and provides a wealth of information that can be used to optimise business performance.

Types of HubSpot Reports by business function

There are several types of reports available in HubSpot, including:

1. Marketing Reports
   HubSpot's marketing reports allow you to track the performance of your marketing campaigns, including your website traffic, email campaigns, and social media efforts. You can track metrics such as visits, contacts, leads, and customers to gain insight into how your campaigns are performing.

2. Sales Reports
   HubSpot's sales reports allow you to track the progress of your sales efforts, including your deals, tasks, and productivity. You can track metrics such as the number of deals created, the number of deals closed, and the time it takes to close a deal to gain insight into the effectiveness of your sales efforts.

3. Service Reports
   HubSpot's service reports allow you to track the performance of your customer service efforts, including your ticket volume, response time, and customer satisfaction. You can track metrics such as the number of tickets created, the number of tickets resolved, and the satisfaction score of your customers to gain insight into the effectiveness of your customer service efforts.

4. Custom Reports
   HubSpot's custom reports allow you to create custom reports that track specific metrics that are important to your business. You can choose the metrics you want to track and generate reports that provide you with the insights you need to make informed decisions.

What are the benefits of using HubSpot Reports?

Using HubSpot Reports offers numerous benefits for businesses looking to improve their marketing and sales strategies. Here are some of the top benefits: 

What categories of reports are available in HubSpot Reports?

HubSpot Reports offer a range of report types around each category in your business, which can help you gain insights into your business. There are many other reporting categories that can provide valuable insights into your data including:

How to Use HubSpot Reports

Generating Reports in HubSpot Generating reports in HubSpot is easy. To get started, go to the Reports tab in your HubSpot account and select the type of report you want to generate. From there, you can choose the metrics you want to track, set the date range for the report, and customize the report to fit your needs.

Once you've generated a report, you can view it in HubSpot or export it to a CSV file. You can also schedule reports to be sent to you or your team on a regular basis, so you're always up to date on your progress.

HubSpot Reports can be accessed from the left-hand sidebar of your account.
To create a report, click on the “Create Report” button.
You will then be prompted to select a report type, and choose from the options provided: Traffic, Leads, or Customers.
Once you have selected a report type, you will be able to further customise your report by adding filters and grouping options.
Once you have customised your report, click on the “Generate Report” button to generate the report.

Using Reports to Improve Your Strategies

Using Reports to Improve Your Strategies
The insights provided by HubSpot reports can help you make informed decisions that can improve your marketing, sales, and customer service efforts. Here are some ways you can use reports to improve your strategies:

Identify areas for improvement
By tracking your metrics over time, you can identify areas where you're not performing as well as you'd like. For example, if you notice that your email open rates are declining, you may want to test different subject lines or send times to see if you can improve your results.

Track your progress towards your goals
By setting goals for your marketing, sales, and customer service efforts, you can track your progress towards achieving those goals. For example, if your goal is to generate 100 new leads per month, you can track your lead generation efforts and adjust your strategies as needed to meet your goal.

Make data-driven decisions
By using data to inform your decisions, you can make more informed decisions that are more likely to result in success. For example, if your report shows that a certain type of content is driving more traffic and leads than others, you can focus your content creation efforts on that type of content.

Identify your best-performing channels
By tracking your metrics across different channels, you can identify which channels are driving the most traffic, leads, and customers. This can help you to allocate your marketing resources more effectively and focus on the channels that are delivering the best results.

Improve your customer service
Reports can also help you to improve your customer service efforts. By tracking metrics such as response times, resolution rates, and customer satisfaction scores, you can identify areas where you need to improve and take action to address any issues.

Track your ROI
By tracking the performance of your marketing and sales efforts, you can also track your return on investment (ROI). This can help you to identify which campaigns are delivering the best results and allocate your budget accordingly.

Benchmark against competitors
Reports can also help you to benchmark your performance against your competitors. By comparing your metrics to industry averages and your competitors' metrics, you can identify areas where you need to improve and take action to catch up or surpass your competitors.

HubSpot Reporting Tips

The following are some tips for creating reports:

• Decide what information you want to view and why.
• Select the chart type that best visualizes the data.
• Use filters to segment the data.
• Use report templates to save time.
• Use custom reports to track specific data sets.
• Use the date range picker to select the time period for the report.
• Use scheduling to automate the report delivery.
• Save your reports as PDFs or images to share with others.
• Generate reports on a regular basis to get the most up-to-date data.
• Customise your reports to include only the data that is most relevant to your business.
• Use the grouping and filtering options to narrow down your data and make it easier to interpret.
• Export your reports into a format that can be easily shared with others, such as PDF or Excel.
• Schedule your reports to be generated automatically and emailed to you on a regular basis.
• Use the report dashboard to view all your reports in one place. 
• Use comparison charts to compare your performance over time or against industry benchmarks.
• Use the annotations feature to add notes or comments to your reports.
• Use the attribution reports to see which channels or campaigns are driving the most leads and revenue. 
• Use the funnel reports to track your progress through the sales funnel.
• Use the revenue reports to track your revenue over time and by source. 
• Use the marketing performance reports to track the performance of your marketing campaigns.  
  Use the sales performance reports to track the performance of your sales team. 
• Use the customer service reports to track your team's response times and resolution rates.

Custom Reports

In addition to the standard reports available in HubSpot Reports, you can also create custom reports. Custom reports allow you to include data from multiple report types in one place. To create a custom report, click on the “Create Report” button and select “Custom Report” from the list of report types. You will then be able to choose which report types to include in your custom report.

Dashboards

Dashboards are a great way to see an overview of your data in one place. HubSpot’s dashboard feature allows you to create custom dashboards with the specific data that you want to see. To access the HubSpot dashboards feature, click on the “Dashboards” link in the left-hand sidebar of your account.

Single object report

A single object report is a report that focuses on a specific object, such as a contact or a company. To create a single object report, click on the “Create Report” button and select “Single Object Report” from the list of report types. You will then be prompted to select the object type that you want to include in the report.

Trended report

A trended report is a report that shows how a metric has changed over time. To create a trended report, click on the “Create Report” button and select “Trended Report” from the list of report types. You will then be prompted to select the metric that you want to include in the report.

Multiple object report

A multiple-object report is a report that includes data from multiple objects. To create a multiple object report, click on the “Create Report” button and select “Multiple Object Report” from the list of report types. You will then be prompted to select the objects that you want to include in the report.

How to use charts in HubSpot reports

HubSpot Reports allows you to add charts to your reports to visualize your data. To add a chart to your report, click on the “Add Chart” button. You will then be prompted to select a chart type and choose which data you want to include in the chart. Once you have added a chart to your report, you can further customise it by adding a title, legend, and other options.

How to share HubSpot reports

HubSpot Reports allows you to share your reports with others. To share a report, click on the “Share” button. You will then be prompted to enter the email addresses of the people you want to share the report. You can also add a message to include with the report. Once you have entered the necessary information, click on the “Send” button to send the report.

How to export HubSpot reports

HubSpot Reports allows you to export your reports into a variety of formats, such as PDF, Excel, and CSV. To export a report, click on the “Export” button. You will then be prompted to select the format that you want to export the report into. Once you have made your selection, click on the “Export” button to export the report.

How to schedule HubSpot reports

HubSpot Reports allows you to schedule your reports to be generated automatically and emailed to you on a regular basis. To schedule a report, click on the “Schedule” button. You will then be prompted to enter the email addresses of the people you want to receive the report, select a frequency, and choose a start date. Once you have entered the necessary information, click on the “Schedule Report” button to schedule the report.

How to delete HubSpot reports

HubSpot Reports allows you to delete reports that you no longer need. To delete a report, click on the “Delete” button. You will then be prompted to confirm that you want to delete the report. Once you have confirmed, the report will be deleted from your account.

Report Templates

HubSpot Reports offers a variety of report templates to help you get started with creating your reports. To access the report templates, click on the “Templates” link in the left-hand sidebar of your account. You will then be able to browse the available report templates and select the one that you want to use.

Creating a custom report template

HubSpot Reports allows you to create custom report templates. To create a custom report template, click on the “Create Template” button. You will then be prompted to enter a name for the template and select the objects that you want to include in the template. Once you have created the template, you can then use it to create new reports.

Applying a report template

HubSpot Reports allows you to apply a report template to an existing report. To apply a report template, click on the “Apply Template” button. You will then be prompted to select the template that you want to apply. Once you have made your selection, the template will be applied to the report.

How to edit HubSpot reports

HubSpot Reports allows you to edit your reports. To edit a report, click on the “Edit” button. You will then be able to make changes to the metric, chart type, and other options. Once you have made your changes, click on the “Save” button to save your changes.

Reporting Formats

HubSpot Reports offers a variety of report formats to help you visualize your data. The following is a list of the different types of reports that are available:

Table Report:
A table report allows you to see your data in a tabular format. You can use a table report to see the raw data that is underlying a chart or to see the results of a metric calculation.

Chart Report:
A chart report allows you to see your data in a graphical format. You can use a chart report to visualize your data and to see trends over time.

Map Report:
A map report allows you to see your data on a map. You can use a map report to visualize your data geographically.

List Report:
A list report allows you to see your data in a list format. You can use a list report to see the raw data that is underlying a chart or to see the results of a metric calculation.

Pivot Report:
A pivot report allows you to see your data in a pivot table. You can use a pivot report to see the results of a metric calculation or to compare two sets of data side-by-side.

HubSpot Analytics:
And lastly, check out HubSpot's Analytics Tool for even more reporting!

Conclusion: 

In conclusion, HubSpot Reports is a powerful tool that can help you gain valuable insights into your website’s traffic, leads, and customers. With its user-friendly interface and customisation options, you can easily generate reports that provide you with the data you need to make informed decisions about your marketing, sales, and customer service strategies.

By using HubSpot Reports, you can save time on generating reports manually, improve the accuracy of your reports, and increase the efficiency of your reporting process. You can use the insights provided by the reports to identify areas for improvement, track your progress towards your goals, and make data-driven decisions.

By following the tips for using HubSpot Reports, you can create reports that are tailored to your business needs and provide the most relevant data. You can also schedule your reports to be generated automatically and shared with your team on a regular basis.

In short, HubSpot Reports is a must-have tool for any business looking to improve its marketing, sales, and customer service efforts. With its powerful insights and customisation options, you can gain a competitive edge and make informed decisions that drive your business forward.