How to Create a Marketing Report in 10 Seconds [Concept of the Week]

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How to Create a Marketing Report in 10 Seconds [Concept of the Week]

  
  
  

During last Friday’s Content Camp we taught everyone how to measure their website’s performance. During the webinar we highlighted a new HubSpot Marketplace App named Report Keeper. Report Keeper will create and save a marketing report from your HubSpot Sources data in a matter of a few seconds.

You can install the app by going to HubSpot’s App Marketplace, which is under the Community tab in HubSpot. Report Keeper should be one of the first apps in the list and you simply click “Install” on the right hand-side. The app will then be listed under the Community tab.

report keeper

Report Keeper uses the data you have in Sources (under the Analyze tab in HubSpot) and will create reports based off the number of visits, leads or customers your website has generated during a specific time frame or source. Time frames include:

  • Last Month Completed
  • One Week
  • Two Weeks
  • One Month
  • Three Months
  • Six Months
  • One Year
hubspot report keeper app

You can also show Marketing Events, which are things that could have impacted the number of visits, leads or customers. Marketing Events include blog articles, tracking URLs or any event you create. You also can select the visit-to-lead or lead-to-customer rate in the app to measure trends overtime.

Use Report Keeper to quickly create marketing reports, so you can understand what marketing strategies are helping your business generate leads and customers. I recommend you share the reports with your team and management.

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Comments

@Annette: Please make sure you're using the most up-to-date version of Mozilla Firefox. Also, try clicking on the button even if it's grayed out. If it still doesn't work then please call Support at 1-888-HUBSPOT option 3. Thanks.
Posted @ Tuesday, January 03, 2012 7:14 AM by Mark Kilens
@Mark-my add report button is grayed out.
Posted @ Tuesday, January 03, 2012 7:14 AM by Annette
@Annette: After you select the reports criteria, click on "Add Report" and it will be saved and listed below. It's also best to use Firefox with the Report Keeper app. 
 
@Jeanne and Camille: Thanks and I'm so glad it's helping both of you create those very important reports for management. 
 
Best, 
 
Mark 
 
Posted @ Tuesday, January 03, 2012 7:14 AM by Mark Kilens
I am trying to use the report Keeper, however I cant seem to find where I can run or save the report? I am probably looking right at it but I dont see it!
Posted @ Tuesday, January 03, 2012 7:14 AM by Annette
Love it - I have started reporting for historical purposes and management reviews and this will really help!
Posted @ Tuesday, January 03, 2012 7:14 AM by Camille Musick
This is a terrific outline of how to make reporting simple. I'm spending my usual Monday morning doing reports for our weekly Marketing Meeting. Using this new Report Keeper functionality saves me a ton of time! Go, Content Camp, Go!
Posted @ Tuesday, January 03, 2012 7:14 AM by Jeanne Hopkins
Hi, I can not find the Report Keeper in the Apps section. could you please provide me a direct link. 
 
Thank you, 
Farouk
Posted @ Tuesday, February 19, 2013 1:33 AM by Farouk
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