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How to | Build Lead Capture Reports

Learn how to create HubSpot reports using hapily’s App Events data — build a Lead Capture Leaderboard and break down leads by Product Interest.

We're going to show you a couple of popular reports you can build on your dashboards using Lead Capture data sent to HubSpot from hapily.

  1. How to make a Lead Capture Leaderboard for all events.

  2. How to breakdown "Product Interest" from captured leads.

 

🏆 How to Create a “Leads Captured Leaderboard” Report in HubSpot

This guide shows you how to build a Leaderboard Report in HubSpot using hapily’s App Events data from the Event Lead Capture app.  The report will visualize which team members captured the most leads at your events — perfect for dashboards and performance tracking.

 

Step 1: Open the Reporting Tool

  1. In HubSpot, click Reporting on the left-hand sidebar.

  2. Select Reports to open the reporting dashboard.

  3. Click Create Report in the top-right corner.

  4. Choose Custom Report and click Next.

Step 2: Select the Data Source

  1. Select Create Report on Your Own.

  2. In the data source search bar, type App Events and select it.

    • Why App Events?
      hapily’s Lead Capture app sends App Event records into HubSpot whenever specific actions occur — such as registrations, check-ins, cancellations, or lead captures.
      These events act as time-stamped activity logs you can report on.

  3. Click Next to proceed.

Step 3: Choose the Correct App Event Type

  1. In the left-hand panel, under App Events, open the dropdown list.

  2. Change the default selection (often “Event Check-In”) to Lead Captured Event.

    • You’ll see two options:

      • Lead Captured Event (Event)

      • Lead Captured Event (Contact)

    • Choose Lead Captured Event (Event) — this version counts event-level lead captures.

    • (You can also use the Contact version if needed; both are valid depending on your goal.)

Step 4: Set Up the Chart Type

  1. Change the visualization to a Horizontal Bar Chart.

    • This layout is ideal for ranking people from top to bottom.

  2. Add Count of Lead Captures to the X-Axis.

    • This represents the total number of leads captured.

  3. The bars will extend horizontally to show who captured the most leads.

Step 5: Group by the Person Who Captured the Lead

  1. Drag the property Captured By to the Y-Axis.

    • This property identifies the user who physically captured the lead in the mobile app (not the HubSpot contact owner).

  2. Your report should now display each user’s name and their total lead captures.

Step 6: Sort the Leaderboard

  1. On the Y-Axis, hover over Captured By and click the pencil icon (✏️).

  2. Under Sort By, choose Count of Lead Captures.

  3. Change the order from Ascending to Descending.

  4. Click Apply.

    • Now, your top performers appear at the top of the chart, and the lowest appear at the bottom.

Step 7: (Optional) Break Down by Event Name

  1. To see where each lead was captured, drag Event Name into the Break Down By section.

  2. This will display a breakdown of leads by user and by the event where they were captured.

    • Example: You can see who captured the most leads at INBOUND, Dreamforce, or any other specific event.

  3. This view helps you identify both top performers and high-performing events.

Step 8: Customize and Save the Report

  • Once your chart looks right, you can:

    • Add it to a dashboard for ongoing visibility.

    • Share it with your team to encourage friendly competition.

    • Filter by date ranges or event types for deeper insights.

  • Save the report with a clear name, like:
    “Lead Capture Leaderboard (App Events)”

✅ You now have a real-time leaderboard showing which team members capture the most leads across your events!

 

📊 How to Create a Report Breaking Down Leads by Product Interest in HubSpot

This guide walks you through creating a HubSpot report using hapily’s App Events data to visualize leads captured by product interest.  Product Interest is a field in the Event Lead Capture app that identifies which products or services a lead is interested in. hapily automatically writes this data into HubSpot’s App Events, making it easy to analyze and report on.

 

Step 1: Open the Reporting Tool

  1. In HubSpot, click Reporting on the left-hand sidebar.

  2. Select Reports to open the reporting dashboard.

  3. Click Create Report in the top-right corner.

  4. Choose Custom Report and click Next.

Step 2: Choose the Data Source

  1. Select Create Report on Your Own.

  2. For the Primary Data Source, search for and select App Events.

    • Why App Events?
      hapily’s Lead Capture app sends lead capture data to HubSpot as App Events.
      Each App Event represents an instance of a lead being captured, so this method ensures you’re reporting on every individual capture — not just the latest values on a contact record.

  3. Click Next.

Step 3: Choose the Correct App Event Type

  1. On the left-hand side, open the App Events dropdown.

  2. Select Lead Captured as the event type.

    • You can choose either Lead Captured (Event) or Lead Captured (Contact).

    • For this example, use Lead Captured (Event) for simplicity.

Step 4: Choose the Chart Type

  1. For a clear visual breakdown, choose a Pie Chart.

    • This shows the proportion of leads by product interest.

  2. If you encounter issues, note that Product Interest is a multi-select field in HubSpot, which can cause quirks in how data is grouped.

    • You may see combined results when multiple interests are selected.

Step 5: Set Up the Chart

  1. Under Values, add Count of Leads Captured.

    • This will represent the total number of captured leads.

  2. Under Break Down By, search for and drag Product Interest into that section.

  3. You’ll now see your captured leads broken down by their indicated product interests — such as event hapily, quote hapily, or Partnerships.

Step 6: Understanding Multi-Select Reporting

Because Product Interest is a multi-select field:

  • Contacts with multiple interests may appear in more than one category.

  • HubSpot sometimes counts these in combined values, depending on the data structure.

  • If you want cleaner reporting:

    • Encourage users to select only one product interest per lead, or

    • Use a workflow that copies values into a single “primary interest” field for reporting.

Step 7: Alternative Visualization — Leads by Event and Product Interest

If you’d like to compare product interests across different events:

  1. Switch to a Vertical Bar Chart.

  2. Replace the X-Axis with Event Name.

    • This shows how many leads were captured per event.

  3. Drag Product Interest into the Break Down By section.

    • Now, each bar will show a breakdown of product interests for that specific event.

  4. This visualization helps you understand which events generated the most leads and which products were most popular at each event.

Step 8: Save and Share the Report

  • Name your report something like:
    “Leads by Product Interest (App Events)”

  • Add it to your HubSpot Dashboard to track trends over time.

  • Share it with your team to help focus marketing and sales efforts around the products that attract the most leads.

✅ You now have a report showing how many leads were captured for each product interest using hapily’s App Events data!