HubSpot Reporting

Access advanced reporting built for users that won’t break the bank.

Core Experience ERP Reporting

Created By eOne Solutions

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Self-Service Reporting

Getting to the details shouldn’t require a data scientist or needing to learn multiple reporting tools.

eOne’s Popdock gives users the power to search, create advanced queries across multiple tables, and create the HubSpot reports that help users be more efficient at their job.

Connect to all of your HubSpot data to create standard and custom lists.
Join tables from across HubSpot together into reports.
Bring your HubSpot data and data from other apps together into your reports.
Add calculations and restrictions to your lists.
Search and use advanced filtering.
Group and subgroup to see totals and subtotals by category.
Save Favorites and share them with other users.
Use actions to do things like open records, see related details, or run processes.
Export reports to Microsoft Excel or PDF ad-hoc or on a schedule (available with Popdock Premium).

Embedded Reporting

Embed reports in HubSpot and reports that contain HubSpot data in your other tech apps, so users can get to their data and insights faster.

Create and access reports with HubSpot data, historical data, and data from other apps to embed in HubSpot or embed in other apps.
Utilize all the self-service reporting options.
Enjoy a no-code setup experience to create your report and click a button to publish an iFrame for your Popdock widget. This is the component to embed in your app.

Cross-App Reporting

Combine HubSpot data and data from other applications with Custom Lists.

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps.

Without writing a single line of code, Popdock makes it possible to:

Combine data from multiple tables from HubSpot into custom lists.
Combine HubSpot data with data from other apps into custom lists.
Join data from multiple sources into one list based on a field.
Compare similarities and differences between lists.
Merge data into a single list.
Summarize data from multiple sources into a single list.

Analytics

Build really cool management reports using Popdock’s matrix reports, which allows you to create analysis reports on HubSpot data.

Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs. this month or year-over-year? What does the forecast look like by category?

Matrix reports let you create an aggregate, variance, and color-coding to see an at-a-glance analysis of your HubSpot data.

Pre-Built Reports

Popdock Lists

Connect to the HubSpot data you need. These are just a few of the default lists that come with the Popdock HubSpot connector:

Accounts
Assets
Campaigns
Cases
Contacts
Contracts, Contract lines
Events
Ideas, Idea comments
Leads
Notes
Opportunities, Opportunity lines
Orders, Order items
Price lists
Products
Solutions
Tasks
Users

Take any of these out-of-the-box lists, modify them, or simply use them as a “template” to create new favorites that suit what you need.

Actions

Allow users to take action on the HubSpot data that’s presented to them. The HubSpot connector includes a number of actions that can be made available via the setup:

Calls – Add Note	Companies – Open Company in HubSpot – Add Company – Update Company – Delete Company – Add note	Contact Subscriptions – Unsubscribe	Contacts – Open Contact in HubSpot – Add Contact – Update Contact – Delete Contact – Add Note
Deals – Open Deal in HubSpot – Add Deal – Update Deal – Delete Deal	Emails – Add Note	Engagement – Add Note	Meetings – Add Note
Notes – Add Note – Update Note – Delete Note	Products – Open Product in HubSpot	Quotes – Open Quote in HubSpot	Tasks – Add Note
Tickets – Open Ticket in HubSpot

Details

Details allow you to see more information related to the record, which can be related data (for example, seeing detailed lines on header records) or cross-referencing data from other apps (for example, shipping status related to an order). Here are details that are available to see with the HubSpot Connector:

Companies	Contacts
– Contacts – Tickets – Quotes – Deals – Notes – Engagements – Calls – Emails – Meetings	– Tickets – Subscriptions – Quotes – Deals – Notes – Engagements – Calls – Emails – Meetings

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