Reports

How do I create a report from my custom saved filter?

Last updated: September 5, 2018

Applies to:

Reporting add-on
Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise

Professional and Enterprise users and Reporting Add-on users can create reports of your contacts, companies, deals, and tickets directly from one a custom saved filter.

  • This will bring you to directly to the report builder and automatically include the contacts, companies, deals, or tickets that are included in your saved filter. Click a chart icon to adjust the data visualization for your report.
  • Click the Data tab to customize any properties and filters included in your report.
  • When you're finished, click Add to dashboard in the upper right corner.

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