LA HUG: Demystifying the HubSpot Custom Report Builder

Introduction

Welcome to November's Los Angeles HubSpot User Group meeting! We appreciate everyone taking the time to join us, especially as we all adjust to the end of daylight savings time. Today, we will demystify the HubSpot Custom Report Builder, featuring insights from our HubSpot Inbound Senior Professor, Jory Monroe, and additional education from Courtney Sylvester, the Director of Partnerships at Sales Intel.

Icebreaker

As with all our meetings, we kicked things off with a fun icebreaker, asking attendees to share their favorite holiday tradition. From Friendsgiving potlucks and Thanksgiving treats to Christmas movie nights, our members shared delightful anecdotes, setting a positive tone for the session.

Agenda Overview

The primary focus of our meeting was to explore the HubSpot Custom Report Builder’s features and functionalities. After discussing the significance of having clean and organized data, particularly for effective reporting, we transitioned into the main presentation. Here's what we covered:

1. Introduction of HubSpot and Reporting Updates
   Jory provided an overview of HubSpot’s recent recognition by Gartner as a leader in the B2B automation space and highlighted the company’s commitment to ease of use, a unified data model, and investment in a global ecosystem.

2. Types of Reports in HubSpot
   Jory explored the different types of reports that can be created using HubSpot, including:

   • Single Object Reports: Analyzing specific objects like contacts, companies, and deals.
   • Funnel Reports: Understanding conversions through different stages.
   • Attribution Reports: Analyzing revenue and contact creation based on marketing and sales efforts.
   • Custom Reports: Building unique reports tailored to specific data needs.

3. Best Practices for Custom Reports
   Building custom reports begins with a well-defined reporting question. Jory stressed the importance of knowing data sources and establishing clear independent and dependent variables. She advised attendees to avoid reinventing the wheel and take advantage of existing reports whenever possible.

4. Demo of Custom Report Builder
   A live demonstration showcased how to effectively use the HubSpot Custom Report Builder, emphasizing the importance of associations between different data types. Jory illustrated how to create reports step-by-step while adapting to various reporting questions and objectives.

5. Data Cleanliness for Accurate Reporting
   Courtney Sylvester highlighted the value of maintaining clean contact data to ensure effective marketing outreach and campaign analysis. Having accurate and organized data leads to better segmentation, targeting, and ultimately improved campaign efficacy.

Conclusion

The session encouraged a collaborative and casual atmosphere, inviting attendees to ask questions at any point. As we wrapped up, we invited attendees to participate in giveaways, including puzzles and Amazon gift cards, and provided a feedback form to enhance future sessions. Thank you to all who participated, and we look forward to our next gathering in February 2024.

Keywords

HubSpot, Custom Report Builder, Analytics, Reporting, Data Integrity, Single Object Reports, Funnel Reports, Attribution Reports, Data Sources, Campaign Efficacy

FAQ

Q1: What is the HubSpot Custom Report Builder?
A1: The HubSpot Custom Report Builder is a tool that allows users to create tailored reports based on their specific data needs and business questions.

Q2: What types of reports can I create using the Custom Report Builder?
A2: Users can create various types of reports, including single object reports, funnel reports, attribution reports, and fully custom reports that incorporate unique data sets.

Q3: Why is clean data important for reporting?
A3: Clean and accurate data ensures that your reports provide meaningful insights. Having correct contact information leads to better segmentation, targeting, and accurate measurement of campaign effectiveness.

Q4: What are some best practices for using the Custom Report Builder?
A4: Start with a clear reporting question, understand your data sources, and utilize existing reports when possible. Always consider the relationships and associations between data types to maximize your report’s insights.

Q5: How can I participate in future HubSpot User Group meetings?
A5: Stay tuned for announcements regarding upcoming meetings and topics, and feel free to provide suggestions for future discussions.