Forum Documentation Showcase Pricing Learn more

How do most people report on their Bubble data?

We use Bubble basically as our CRM, so it has accounts, related to many opportunities, and so on. The challenge we have right now is that any time we want to report on anything we basically have to reinvent the wheel and build an interface and layout for it and so on. When using Salesforce, or Dynamics or really any CRM, you can just go to the Reports tab and easily build a report showing data from multiple related objects, such as showing all closed won opportunities, but also including the company address which is from the related accounts table and so on.

Other than just building this all in Bubble, are there any external ways to do this? I’d get a developer to do it for me most likely but I just don’t know what I’m asking for. I’d love some sort of utility or site where I can build reports in it, and then it pulls the data from Bubble. For example, being able to say generate a report using these 5 fields from this object, these 3 fields from this related one, and these 6 fields from this other related one, filtered to only show ones that are closed won, and so on. And then have it just export to CSV or generate the report for me to view.

Part of the reason I don’t think I can do this in Bubble is because we need relative dates which I was told Bubble doesn’t do. So meaning I’d want to view closed won opportunities, but where the close date is “THIS MONTH” or “LAST MONTH” or “THIS QUARTER” things like that, vs always having to specifically set the start and end date. I posted here before and was told you can’t do that, so that doesn’t really work for us. Managers need to be able to click a report like “Wins this month” and just have it show the data as they don’t have time to manually select the start and end date etc.

Can the Bubble database be accessed externally via SQL or how do people do reporting being that bubble built in reporting is so basic?

2 Likes

Hi @lmoreau,

I’d check out https://pdfgeneratorapi.com/.

1 Like

Does that export to CSV? I don’t really have any use for my data to be on a PDF as it needs to be in Excel or CSV format.

I’m not sure, I’ve o my used it for pdf. I was just making a suggestion based on the need of building reports using your data. :slight_smile:

No worries thanks I’ll check it out as it still looks cool. Just looking at it quick, is this something that would work by setting up the API in this tool with Bubble’s API details? So this tool pulls data from Bubble? Or is Bubble pushing data to this?

Yep, utilizing the API to send data to the PDF Generator to retrieve data from an app to fill a PDF template, but they only use GET calls for endpoints you give them.

Honestly I don’t have a TON of experience with it, as I normally just build the report and use the ‘Bubble Page to PDF’ plugin by Zeroqode to generate reports. On another note, there is a SQL connector in bubble, but not sure if it would be of use for your use-case.

In closing, I’m not the report guru… but perhaps someone else will chime in with a better suggestion for your use-case.

1 Like

If you are interested in 3rd party software you have options like Zoho Analytics or Google Data Studio. Links to both of them here:

https://datastudio.google.com

Both of those can connect to google sheets and google sheets is easy to connect a Bubble app to. I’m sure you could build in a direct connection as well.

And there is a host of other reporting services out there. Some of them are REALLY pricey though.

Reporting is one of the more difficult things in Bubble simply for the fact that everything has to be built from absolute scratch. There are no magical elements that produce charts and filters like most of the software we use.

However, it can be done.

I don’t know who told you this but it absolutely can be done. Not magically for sure but it can be done.

For instance, a ‘THIS MONTH’ filter can be done with a search parameter like this:

Close Date > Current date/time:change date to 1 change hours to 0 change minutes to 0 change seconds to 0

That will return anything with a closing date after 12:00:00 am on the 1st day of the current month.

Creating filters for ‘LAST MONTH’ or ‘THIS QUARTER’ will take a little more effort but fairly simply done if that’s what you need.

Good luck!

Great thanks that’s helpful! Ironically this all started by wanting to use Zoho Analytics but our developers could never get it to work due to the type of API being used or something. Right now I use Zapier and Google Sheets with Google Data Studio. It does work, but it just started giving me issues where out of the blue if I add a date field to a sheet from Bubble, it adds it now as a long 143498234 type number and not a date. It just started doing that randomly last week. So that’s why I was thinking if I could use Bubble to do all reporting it’s better, but it’s just so clunky since I’m creating something that already exists with other 3rd party options. I’m also realizing now that it’s in Data Studio that I don’t think there’s as many types of charts or reports needed that I originally thought, which might make it easier just to bite the bullet and build it in Bubble lol.

Yeah, Zoho likes to play with Zoho. I used Zoho Creator extensively several years back and you are always working inside the Zoho play yard.

If Bubble added some out of the box reporting options that would be next level.

1 Like

For sure! Do you know if with Bubble it’s possible to integrate with Google Sheets in some capacity, like if I create a record in Bubble it creates it as a Sheet row, and if I edit that record it updates that Sheet row? I do that today using Zapier and it generally works but I just feel like it’s not super scalable. Right now I have 3 sales people, so creating and editing records we are in the 1800 tasks per month range right now which isn’t bad, but if we grow and need to do more than the 3000 tasks on our current Zapier plan I could see the cost going up.

It would be amazing if it was possible to just skip Zapier somehow and create and update Sheet rows directly from Bubble, just not sure what that would be called or what I’d be looking for in terms of finding a developer that is able to help with that.

You can connect directly to sheets through the API.

Check out Integromat, though. It’s a little more complicated than Zapier but more robust and substantially cheaper. It also integrates very well with Bubble.

Integromat’s complication is the same thing you run into with Bubble. You have to build out from scratch what Zapier often offers as prebuilt module.

For example, Zapier has a single step that will add OR update a row in Sheets.

With Integromat, you will have to route the workflow into two separate actions (Add and Update) and then put filters in front of each action.

The benefit of this, though, is that you have granular control over your workflows.

While a bit more work, once set up it works very well and did I mention CHEAPER? :smile:

Think $9 a month vs $62.50.

1 Like

This looks cool! I’ll definitely check it out. To be honest with Zapier I have them all as 2 zaps anyway as I realized after that you could do them all as one, so shouldn’t be a huge issue at all here. And yes definitely cheaper and much better! I wonder if it pushes data to Google Sheets instantly the way Zapier does, as that’s always cool. Zapier says 5 minutes or 15 minutes or something but I guess due to the way Bubble works it actually happens instantly.