HubSpot allows you to create custom reports using single objects and cross objects. This can be utilized to report on SMS activity within your HubSpot account.
Reporting on Total SMS Sent/Received by Contact Owner
1. In the menu ribbon, click Reports and select Reports from the dropdown.
2. Then click Create Report:
3. Click the Single Object tile:
4. Select the Contacts object, then hit Next.
5. Now click Filters, and Add Filter:
6. Click on the Create date filter to set the date property.
7. Select is all time and hit Update filter.
8. Now hit Hide Filters:
9. Next click on Add Contact Property.
10. Search and add the Contact owner and Total SMS sent properties, and then click Next:
| Note - You can include the Total SMS received property and proceed with the remaining steps to generate a similar type of report. |
11. Click the Visualization tab, select the Donut chart type.
12. In the Displaying section add the Contact Owner property and in the Measured by section, add the SMS Received Quantity property.
13. Choose your Add to dashboard configuration and click Next.
14. Lastly, select your access permissions then click Save.
15. All done. You should now be able to see your report in the list on the reports page so you can access it at any time.
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Reporting on Contacts by Last SMS Sent Date
1. In the menu ribbon, click Reports and select Reports from the dropdown.
2. Then click Create Report:
3. Click the Single Object tile:
4. Select the Contacts object, then hit Next.
5. Now click Filters, and Add Filter:
6. Click on the Create date filter to set the date property.
7. Select is all time and hit Update filter.
8. Now hit Hide Filters:
9. Next click on Add Contact Property.
10. Search and add the Last sent SMS and Last received SMS properties, and then click Next:
11. Select Table as the Chart Type.
12. Use the dropdown to select Unsummarized data table.
13. Choose your Add to dashboard configuration and click Next.
14. Lastly, select your access permissions then click Save.
15. All done. You should now be able to see your report in the list on the reports page so you can access it at any time.
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To learn how to create HubSpot custom reports, read this article.
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