Hubz.

Reports / Data quality reports

Data-quality reports for contacts and companies

Report missing contact and company fields and plan data correction work.

PRODUCT VIEW

See how it works.

Data reports examine CRM fields such as email, phone, industry and existing risk signals. Understand which records lack information before creating a communication list or sales segment. Reports use rows loaded from contact and company sources and do not estimate totals or ratios for unloaded records. Data cleanup becomes a specific task with identifiable fields to complete.

Hubz.Workspace / Data quality reportsDK
EXPLORE THE PRODUCT

Data quality reports

Sample view
Contact fields24Sample data
Company information gaps12Sample data
Scope warnings8Sample data
Data quality reportsSample period
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Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Planning campaigns or follow-up without knowing how much contact data is missing can create unexpected research and correction work later.

WHAT YOU CAN WORK TOWARDS

Identify gaps within the relevant source and data scope, separating fields the team can complete from information requiring external research.

STEP BY STEP

How to use it.

  1. 01

    Choose the question and period

    Select the relevant preset report and date range. Check that your plan enables the required source, and avoid comparing similar-looking totals from different periods.

  2. 02

    Read the summary alongside records

    Read the indicators, charts and rows together. Check which records are loaded and any warnings about incomplete data before drawing conclusions about the whole organization.

  3. 03

    Prepare a shareable view

    Export the relevant table to CSV or save the report view. With a suitable sender configured, choose manual, daily, weekly or monthly delivery and track the result of scheduled sending separately.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Data quality reports
Sample period / records included

Contact fields

Assess missing email and phone details through the existing report and inspect whether a seemingly ready list is actually usable.

FOCUS 02▤
Data quality reports
Sample period / records included

Company information gaps

See missing industry and related company fields, then plan completion before account segmentation.

FOCUS 03↗
Data quality reports
Sample period / records included

Scope warnings

Consider information about loaded-data limits. A sample view must not be generalized automatically to all organization records.

FOCUS 04◇
Data quality reports
Sample period / records included

Saved views and delivery schedules

Save the report’s name, type, date range and supported settings. Set delivery days and a time if needed, so you do not have to recreate the view each time.

FOCUS 05⌁
Data quality reports
Sample period / records included

Tables and CSV

The on-screen table is paginated; CSV includes the rows loaded into the current report. On-screen amounts are formatted for reading; exported values are provided for further analysis.

IN EVERYDAY WORK

What it looks like in practice.

CRM administrator

A new customer segment is being prepared, but some records lack contact details.

Report gaps to decide which records the team can complete and which need research.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Existing preset report areas are included in every plan. Each type requires its source modules to be enabled and the user to have access to the relevant workspace.

  • This screen is not a general-purpose custom report builder. It uses existing report types and supported settings.
  • CSV exports and indicators are limited to the records loaded into that report. Where a scope warning appears, do not interpret the result as all of the organization's data.
  • This report is not an external contact-finding, email-verification or automatic data-purchasing service.
  • Displayed signals are limited to existing CRM records.
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YOUR QUESTIONS

About this feature.

01Does access to Reports reveal all data?

No. Reports only use source modules you can access. Quote reporting requires the quote module; marketing reporting requires campaign access.

02Does saving a report send it automatically?

A saved view and a delivery schedule are separate settings. Sending frequency and recipients must be selected, and the background process and authorized sender configuration must be operational.

RELATED WORKFLOW GUIDES

You may also need these features.

DashboardReview sales, risk, support, operations and customer indicators in clearly organized dashboard sections.Sales reportsReview won sales, pipeline, recurring revenue and quote reports alongside the relevant commercial records.Outreach and campaign reportsAssess email campaign results and event preparation through their respective data sources.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Reports and visibility

Review sales, customer relationships, support, operations and data quality through your existing records.

02

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.

03

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.