Reports

Create custom reports

Last updated: September 17, 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 build custom reports to save and add to dashboards. The number of custom reports you can save and add to your dashboard depends on your product subscription.

Report on or across data sets

Use a data set report to report on your contact, company, deal, ticket, or product records in HubSpot. Use a custom report to analyze records from a specific source, persona, record owner, or custom properties you've created. Create a cross-object report to see relationships between properties across two data sets. For inspiration about different types of reports you can create with the report builder, check out this Academy blog post.

  • In your HubSpot account, navigate to Reports > Reports. 
  • Click Create custom report
  • Select Report on or across data sets
  • Check the checkbox for the data set(s) you want to report on, then click Next
  • Click the pencil icon edit to give your report a name.
  • On the Properties tab, click Add [Record type] Property to browse and select the properties you'd like to report on.
  • On the Filters tab, click Add filter to segment the data in your report. Browse or search for the property you'd like to use to filter your report, then set the criteria for your filter. 

Please note: you'll need to add at least one filter to your report before you can run it. 

  • After you set up your properties and filters, click Get data to run your report.

cross-object%20reporting

  • Click the Visualization tab to customize the chart for your report:
    • Choose chart type: the options here include Bar, Column, Line, Area, Doughnut, Pie, Summary, and Table. Not all styles will be available, as this depends on the data you're reporting on.
    • Configure chart: choose the properties displayed. You can drag and drop properties into place to change what's plotted on your chart in real time. You'll need to choose either a date property or a property that gives a specific count to plot your data.

cross-object%20visualization

  • You can continue to adjust your filters and visualization in the report builder:
    • Click the Data tab to adjust any of the properties or filters in your report.
    • Click the Properties tab to add a new property for any record in your report. Click the X to remove a property that you don't need in your report.
    • Click the Filters tab to add or remove any report filters. Click directly on an existing filter to edit its value.
    • After making any changes to your data, click Get data to update your report.

change-properties-or-filters

 

  • Once you've finished your report, click Save to add it to your list of saved reports.
  • You can also click Export to email this report to any email address.

Report on a funnel or pipeline

Create a funnel report to see how contacts or deals are moving through specific lifecycle or deal stages over time. You can configure your report to see contacts or deals that have moved through all or any of the lifecycle stages or deal stages you've defined. 

  • In your HubSpot account, navigate to Reports > Reports. 
  • Click Create custom report
  • Select Report on a funnel or pipeline
  • Select Contacts or Deals, then click Next.
  • Click the pencil icon edit to give your report a name.
  • On the Data tab, click Add filters to select properties to compare across your records.
  • On the Visualization tab, click the chart you want to use for your data visualization. The chart types available will depend on the types of contact or deal properties selected for your report.
    • Use the Add stage dropdown menu to select more stages from your pipeline to include in your report. You can click X to remove any stages.
    • Use the all dropdown menu to specify how records have moved through your pipeline stages.
      • Choose all to report on on all records that have ever moved through all of the pipeline stages you've selected. Reports across all stages include the conversion rates between each of these stages.
      • Choose any to report on all records that have ever been in any of the pipeline stages you've selected.

deal-pipeline-visualization-1

  • After you've made your selections, click Run report. You can continue to adjust your filters and visualizations in the report builder. Click the Data tab to adjust any properties selected in your report.
  • Once you've finished your report, click Save to add it to your list of saved reports.
  • You can also click Export to email this report to any email address.

Report on an event funnel

With an event funnel report, you can see which contacts engaged with events you've created in HubSpot. Use up to five events to define an event pipeline to see how visitors are moving through these touch points with your website over timeYou can run a report on one event tag or all your event tags in your pipeline.

Please note: event funnel reports are available to Enterprise users only.

  • In your HubSpot account, navigate to Reports > Reports. 
  • Click Create custom report
  • Select Report on or across datasets
  • Select Events, then click Next.
  • Click the pencil icon edit to give your report a name.
  • On the Data tab, configure the filters for your report.
    • Use the Tag dropdown menu to report on a specific event tag or all event tags.
    • Use the Completion date range dropdown menu to choose the timeframe for your report.

      event-funnel-filters
  • Click the Visualization tab to customize your event pipeline and chart:
    • Use the all dropdown menu to specify how records have moved through your event funnel.
      • Choose all to report on on contacts that have ever moved through all of the events you've selected. Reports across all stages include the conversion rates between each of these stages.
      • Choose any to report on contacts that have ever been in any of the pipeline stages you've selected.
    • Click Add event to add up to five events you want to include in your report.
      • To reorder the events in your pipeline, click on an event and drag it into place.
      • To remove one of your selected events, click the X.

        event-visualization
  • After you've made your selections, click Run report. You can continue to adjust the your filters and visualizations in the report builder. Click the Data tab to adjust the tags and timeframe of your report.
  • Once you've finished making your selections, click Save to add this to your list of saved reports.
  • You can click Export to email this report to any email address.

 

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