When should you set up custom analytics views in your sources or pages reports?

Question: When should you set up custom analytics views in your sources or pages reports?

  • You should set this up as soon as ‌you think you may need one. A custom analytics view will only start tracking data the day it's created and won't include historical data.
  • You should set this up in the middle of your regional campaigns. HubSpot needs a start and end date to accurately capture and compile information into the view.
  • You should set this up at the end of your campaign, because data is pulled from your sources and pages report. The view will populate any historical data you need.
  • Due to the filters available in the sources and pages report after a recent update, the custom analytics views feature has been sunset. You no longer need to set them up to track the information you need.

Explanation

Custom analytics views should be created as soon as you anticipate needing them because they begin tracking data only from the day of creation. In HubSpot, these views do not populate historical data, so early setup ensures you capture all relevant future interactions. This approach allows consistent monitoring and reporting based on filters such as campaigns, regions, or sources. Setting up views proactively ensures data is collected accurately for analysis and dashboards.

Why the other options are incorrect

Option B is incorrect because views do not retroactively capture historical data, so mid-campaign setup may miss earlier activity.

Option C is incorrect because creating a view at the end of a campaign will not include prior data.

Option D is incorrect; custom analytics views are still supported and have not been sunset.

Source for verification

HubSpot Custom Analytics Views

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