Reports

Create a report from a custom saved filter

Last updated: January 15, 2019

Marketing Hub Professional, Enterprise

Applies to:

Reporting
Reporting add-on
Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise
Service Hub
service-pro-enterprise
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 includes 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.
Free Inbound Marketing Training Learn inbound marketing techniques that range from creating content, using  social promotion, converting and nurturing leads, and all the way to marketing  to your customers. Start the course