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

Last updated: November 8, 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 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.

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