How to create reports in HubSpot with FormPay data?
You can use FormPay data that is synced to your HubSpot account to create reports.
Say, you want to create a report to monitor your customers’ demographics (country). Follow these simple steps.
- In your HubSpot account, go to Reports and select reports from the drop-down.
- On the top-right corner, click the Create Report button.
- Choose Single Object report type on the next page.
- Then, choose Contacts on the next page. And then, click Next.
- Under Properties filters, select the desired filter by clicking on it.
- Once done, choose visualization i.e. how you want to display the data in the dynamic report.
- Finally, click Save from the top-right corner.