HubSpot Just Leveled Up Reporting: Users are Now an Object in Reports

HubSpot introduces a pivotal update that allows you to track user data within reports. This empowers you with deeper insights into how your team interacts with the platform, leading to better decision-making and maximized user adoption. Read on to discover how user data in reports empowers you to optimize your HubSpot experience. 

Introducing User Data in Reports! 

HubSpot, already a leader in providing data-driven insights, has significantly advanced by introducing users as a reportable object feature in their CRM data. This upgrade presents a wealth of information about your team's interactions and activities within the platform.   

This new development allows for creating custom reports using the User object, which can be filtered and tailored to display existing User properties. It's not just an update—it's a revolution in CRM data management, offering a deeper understanding of how your team uses the platform and providing crucial insights.  

New Feature that Revolutionizes CRM Interaction 

Imagine having a clear picture of how your team utilizes HubSpot. This update allows you to do just that! By including users as reportable objects, you can create insightful reports highlighting crucial user behavior.   

For instance, you can see if your team's calendars and emails are seamlessly synced with HubSpot (critical for smooth workflows) or analyze activity levels based on user permissions. This can help you optimize permissions and empower users while revealing overall user engagement across different departments or teams.  

This new feature is an invaluable tool for managers, administrators, and anyone responsible for maximizing the use of your HubSpot experience. It enables more informed, data-driven decision-making, paving the way for optimized user engagement. With this update, HubSpot is committed to empowering users to leverage data for better results and enhance user experience and platform engagement. 

Here's How it Works: 

Creating reports with User data is simple and intuitive: 

Step 1: Single Object or Custom Reports - From Reports, users can create Single object reports or Custom Reports. Choose between Single object reports focusing solely on Users or combining User data with other objects like Deals or Contacts within Custom Report Builder.  

Step 2: Filter & Analyze - When creating a report, users can leverage the range of User properties available, including calendar sync status, names, permissions, teams, and access levels.  

Using these properties allows you to filter and analyze user behavior based on specific criteria.  

This update delivers a game-changing advantage for team management and user onboarding within HubSpot. Here are some benefits of making Users available in single and multi-object Reports. 

• Improved User Adoption - Monitor user engagement and identify areas requiring additional training or support. 

• Data-Driven Decisions - Make informed choices about team structure, permissions, and training programs based on concrete user data. 

• Enhanced Team Efficiency - Ensure proper calendar and email syncing, a critical factor for improved collaboration and productivity. 
  
  

In addition, these reports can also provide insights into both Sales activities and User data. For example, counting the number of Activities created by the team, broken down by level of Access, can help determine whether some users are overprovisioned or underutilized. This information can be used to redistribute responsibilities or adjust access levels, driving more value and creating more activities.  

Available for Professional and Enterprise Users 

The User object in reports is currently available for Professional and Enterprise Customer Platform users. This feature enhancement could be a powerful tool in your marketing team’s arsenal to understand client interactions better, streamline processes, and ultimately drive more effective marketing campaigns. 

Get Started Today! 

Unlock a wealth of insights for managing your HubSpot users effectively. Start building reports to understand your team's engagement better and optimize your user experience within the platform.  

SR Professional Marketing, a leading HubSpot Experts Marketing Automation Agency, can help you leverage User data in reports to understand your team's engagement better and optimize your user experience within the platform. Contact us today to discuss your specific needs and see how we can help you unlock HubSpot's full potential!