Reports

How do I manage my reports in HubSpot?

Last updated: December 13, 2016

Reports Home is a hub where you can see all of your past reports, create new reports and look into trends and suggestions based on your marketing performance. Use the Reports Home dashboard to quickly see basic numbers and statistics about your marketing and dive deeper into reports and suggestions.

1. Navigate to Reports > Reports Home

Reports Home
Reports Home

2. Analyze your Marketing Trends

At the top of the Reports Home dashboard, you will see how some of your marketing efforts are performing over the past week.

Reports_Home_trends
Click on the 'More Trends' arrow on the right side to see your performance broken down further.
Reports home trends details
Reports home trends details

3. Compare your trends

On the Trends & Suggestions page, you can compare last week's marketing results to this week, broken down by marketing source. To filter, use the top bar. You can choose from increasing/decreasing trends, Contacts/Visits, and specific Sources buckets.

Reports_home_trends_filters

Each graph shows the comparison of Contacts or Visitors gained through the source. The graphs that are orange outline the number of Contacts gained from each source and the blue graphs show the number of visits gained. From each graph, you can be taken right to the related tool in HubSpot.

4. Manage your saved reports

From Reports Home, you can see all of the custom reports that you have created in HubSpot, in order of creation date. At the top of the Reports Home dashboard, you can filter by report type, create date, and the user who created the report.

Reports home dashboard
Click into an existing report to view the report, export the report, and email the report.

5. Create a new report

Click on the 'Create a new report' button in the top right corner of the Reports Home dashboard to build a new report. Depending upon your HubSpot subscription level, you may have the options to create multiple types of reports: