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HubSpot Reporting

Create a dashboard for Shippy to track your order statuses in real-time.

Alexa Fangman avatar
Written by Alexa Fangman
Updated over a week ago

Reports & Dashboards

If you're looking for one central place to display all shipment data, you can rely HubSpot Dashboards & Reports to visualize shipping volume, on-time delivery rates, and other key metrics.

Shippy stores intrinsic shipment values, such as:

  1. Recent Shippy Tracking Status

    1. Includes Pre-Transit, In Transit, Out for Delivery, Delivered, Available for Pickup, Return to Sender, Error, and more.

  2. Recent Shippy Tracking Status Detail

    1. Includes Label Created, Departed Facility, Departed Origin Facility, Arrived at Destination, Delayed, and many more!

  3. Recent Shippy Package Name

  4. Recent Shippy Tracking Number

  5. Order + Pipeline Information

    1. Count of orders

    2. Order pipeline stages

    3. Order date fields (Create Date, Last Modified Date, etc.)

    4. Orders with associated records (contacts, companies, etc.)

By reporting on one or more of these values, teams can gain clear visibility into shipment activity across the organization.

If you're interested in building your own Shippy Dashboard, read on below.

Shippy Dashboard

Before we get started building reports, we'll need a place to house them. First, confirm with a Super Admin that you have reporting permissions enabled. If you already have full reporting access, follow the steps below to create a new Shippy Dashboard.

  1. Log in to HubSpot. In the left-hand sidebar, navigate to Reporting > Dashboards:
    ​

  2. If you don't have any dashboards in your portal, you'll be prompted to create one. If you have dashboards, click Create Dashboard.

  3. Under Create dashboards from scratch, select + New Dashboard.
    ​

  4. Give your dashboard a name. Here are a few suggestions:

    1. Shippy Dashboard

    2. Shipments via Shippy

    3. Shippy: Shipment Status Updates

    4. Shippy: Order & Shipment Details

  5. Allow access to everyone, certain team members, or Super Admins only.

  6. Click Create Dashboard.

Now that we've created our dedicated Shippy dashboard, we're ready to create reports. You're welcome to build whatever is most important to you, but read on below for a few report recommendations.

The reports listed below are created through HubSpot's Custom Report Builder. If you do not have Custom Reporting as part of your HubSpot subscription, you can create a variation of these reports through the single-object report builder.

Pending Shipments: All Time

One of our favorites is Pending Shipments: All Time. This report will display a gauge of shipments yet to be delivered. Here's how you build it:

  1. Head to HubSpot > Reporting > Dashboards. Locate your Shippy dashboard.

  2. In the upper right-hand corner, click Add Content > Create Report.

  3. On Custom Report, click Next.

  4. Select Orders as your primary data source. Click Next.

  5. Give your report a name, such as Pending Shipments: All Time.

  6. Under Filters, add:

    1. Pipeline "is any of: Shippy"

    2. Stage "is none of: Error, Delivered, or Available for Pickup."

  7. Under Configure, select the Gauge chart.

  8. Add a value: Count (Orders).

    1. Rename this field to "Pending Shipments."

  9. Head to Chart Settings.

    1. Select your brand kit or desired colored pallate.

    2. Indicate a maximum value under Max.

    3. Specify your band values:
      ​

  10. Click Save Report in the upper right-hand corner.

  11. Feel free to add a description or update your report's name. Scroll to the bottom and locate Add this report to a dashboard?

  12. Select Add to existing dashboard and use the dropdown to locate your Shippy dashboard.

  13. Click Save & Add.

Pending Shipments Per Stage

To compliment Pending Shipments: All Time, we've broken the same criteria down by order pipeline stages. This allows your team to monitor statuses at a glance.

  1. Clone your Pending Shipments: All Time report.

  2. Give your new report a name. You can call this Pending Shipments per Stage.

  3. In the report builder, change the visualization to Vertical Bar. Be sure "Pending Shipments" is aligned with the Y-axis.

  4. Under X-axis, drag and drop Stage.

  5. If you'd like to change the color, you can do so under Chart Settings.

  6. Once satisfied, follow steps #10-13 above.

Shippy Orders: Last 7 Days

This report displays the orders created over the past week in a table chart view. This can be very valuable for quickly gaining information regarding recent orders.

  1. Create a New Report > Custom Report.

  2. Select Orders as the primary data source.

  3. Give your report a name, such as Shippy Orders: Last 7 Days.

  4. Under Filters, apply:

    1. Recent Shippy Tacking Status "is known."

    2. Created Date "is Last 7 Days."

  5. Under Configure, select Table under chart visualizations.

  6. Your columns should include:

    1. Record ID - rename to "Orders"

    2. Created Date

    3. Recent Shippy Tracking Number

    4. Recent Shippy Tracking Status

  7. Under Chart Settings, toggle OFF: "Show record IDs."

  8. Sort by: Order Created > Descending (for most recent to least recent).

  9. If you're happy with your new report, repeat steps #10-13 in Pending Shipments: All Time.

Orders Delivered: All Time

Orders Delivered: All Time includes all orders that are connected to delivered shipments. It resembles the Shippy Orders: Last 7 Days report, but instead displays orders that have reached their destination.

  1. Clone Shippy Orders: Last 7 Days.

  2. Give your new report a name, such as Orders Delivered: All Time.

  3. In the report builder, head to Filters:

    1. Update Recent Shippy Tracking Status to "is any of: Delivered."

    2. Remove the "Last 7 Days" criteria.

  4. Under Configure, include the following columns:

    1. Record ID - rename to "Orders"

    2. Recent Shippy Tracking Number

    3. Recent Shippy Tracking Status

    4. Last Modified Date - rename to "Delivery Date"

  5. Sort by: Date Delivered > Descending.

  6. Repeat steps #10-13 in Pending Shipments: All Time.

Orders with Errors: All Time

The final report displays a simple KPI metric representing orders with statuses: Failure, Cancelled, or Error.

  1. Clone Orders Delivered: All Time.

  2. Update the name to Orders with Errors.

  3. In the report builder > Filters:

    1. Update Recent Shippy Tracking Status to reflect "is any of: Failure, Cancelled, or Error."

  4. Under Configure, select the KPI chart.

  5. Remove all previous fields. Add Count (Orders) to Values.

  6. Group by Recent Shippy Tracking Status.

  7. Repeat steps #10-13 in Pending Shipments: All Time.

Use Your Dashboard

Once you've built your reports, be sure you're optimizing your data. Here are a few Dijy tips for making the most of your dashboard:

  • Send it to your team:

    • Use Share > Email this dashboard to schedule weekly emails containing your reports.

  • Add it to Favorites:

    • Select the star next to the dashboard's name. This will tag it at the top of your dashboards dropdown for easy access.

  • Keep data refreshed:

    • HubSpot automatically updates reports every 40 minutes (for defaults) and every 2 hours (for custom reports). You can manually refresh all data via Actions > Refresh Data.

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