An introduction to My Reports, Dashboards, and Custom Reports
What is it?
The reporting tools in HubSpot allow you to capture, analyse, and share key data across admissions, marketing, and service teams. This includes ready-made analytics, flexible dashboards, and powerful custom report-building options.
Watch the Demo
Why it’s helpful in education
Education teams often deal with siloed data spread across systems. HubSpot’s reporting suite consolidates this, enabling:
Clear visibility of enquiries, applications, and enrolments
Monitoring marketing campaign effectiveness
Tracking admissions team activity and pipeline progress
Sharing live dashboards with leadership teams for data-driven decisions
Use cases
Admissions team
Marketing lead
Student support
Track applications by status, year group, or source, identify bottlenecks in the admissions pipeline, and share dashboards with senior leaders to show enrolment progress.
Monitor web traffic, campaign performance, and email engagement; attribute applications to specific campaigns or channels; and compare year-on-year trends across multiple sources.
Use service reporting to view ticket volumes and resolution times, analyse student satisfaction and feedback survey results, and report on response times and staff performance.
Featured highlights
My Reports: Save, favourite, and organise reports with filters for owners, dashboards, and brands.
Analytics Suite: Access pre-built reports across marketing, sales, and service.
Dashboards: Group reports by team or goal, customise layouts, and share internally or via email.
Custom Report Builder: Combine multiple data sources, apply advanced filters, and create tailored insights.
AI Report Generator: Quickly generate single-object reports using natural language prompts.
Want to learn more
Ready to see how Reporting in HubSpot can transform your admissions and marketing processes?
Always check the Analytics Suite before creating a custom report - you might save time by using an existing template without using up custom report limits.
What Our Subscribers Say
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O'Toole, M. | EDelia
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