Starting today, HubSpot customers will have a new way to access and share saved reports. HubSpot’s new Reports Home will provide customers at all product levels an easy way to create new reports, manage their existing reports, and view high-level trends and suggestions based on their marketing analytics. Your new Reports Home is accessible from your navigation by clicking Reports -> Reports Home.
Managing Your HubSpot Reports
Over the past few months, you may have noticed the ability to save or “bookmark” different views of your Sources report. For example, if you pull a report each month of your current month-to-date contacts from email marketing, you can easily save that report for easy access in the future. With the new Reports Home, it’s easy to find and manage these saved reports once you’ve created them through search or filtering for specific types of reports.
Sharing Your Reports With Colleagues
Marketing doesn’t happen in a vacuum. Often times, your colleagues will need access to your valuable marketing data. As part of this release, we’ve added the ability to easily share your saved Sources reports via email. To make your life even easier, you’ll be able to share these reports immediately or on a recurring basis. For example, if you want to have the latest data sent to your teammates every Monday or on the 1st of each month, you can easily schedule this through the Reports Home by clicking on the gear next to the desired report.
Understanding Analytics Trends and Suggestions
We’re here to help you make sense of your marketing data. Along the top of your Reports Home, you’ll notice a snapshot of trends based on the last 2 weeks of your marketing data. We’ll help you identify upward and downward visit and lead trends in key areas such as email marketing, social media, and search, allowing you to get a quick visual on what’s working and what’s not. To help you take appropriate action, if we detect a significant drop in any particular metric, we’ll display that on your Reports Home and make a suggestion for improvement to get you back on track.
The new Reports Home is here to make it easy for you to create, save, and manage custom reports inside your HubSpot. Over the next year, we’ll be giving you even more reporting capabilities, and your new Reports Home will continue to serve as your home base for accessing and managing those reports.
Read more about the new Reports home.