Reports

Create custom reports

Last updated: December 18, 2018

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

Learn how to build and save custom reports in HubSpot. There are four types of custom reports:

  • Single data set: report on one dataset, including your contacts, companies, deals, tickets, activities, or products.
  • Across data sets: report across two different datasets.
  • Funnels or pipelines: set up a report to show progress relating to contacts, deals and events.
  • Attribution: create a funnel of events to analyze how visitors are moving through your website.

Please note: the number of custom reports you can save and add to your dashboards depends on your product subscription.

Single data set

With a custom report, you can analyze records from a specific source, record owner, or certain custom properties you've created.

  • In your HubSpot account, navigate to Reports > Reports.
  • Click Create custom report.
  • In the left panel, select Single data set.
  • Select the data set to report on, then click Next.
  • At the top of the report builder, click the pencil icon edit to edit the report's name.
  • In the left panel, on the Properties tab, click Add [Record type] Property to browse and select the properties you want to report on.
  • In the left panel, click the Filters tab, then click Add filter to segment the data in your report. Browse or search for the property you want to use to filter your report, then set the criteria for your filter.
  • 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. The styles available depend on the type of data you're reporting on.
    • Configure chart: choose the properties to show on the visualization chart. 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.
  • You can continue to adjust your filters and visualization in the report builder:
    • At the top, click the Data tab to adjust any of the properties or filters in your report.
    • In the Data tab, on the left panel, click the Properties tab to add a new property for any record in your report. Click the X to remove a property.
    • In the Data tab, on the left panel, click the Filters tab to add or remove any report filters. Click directly on an existing filter to edit its value.
    • To receive a file with your report's data, click Export in the upper right. In the dialog box, select the File type, enter the Email address to receive this file and then click Export.
  • Once you've finished your report, in the top right, click Save to add it to your list of saved reports.

Across data sets

A data set can be either the contact, company, deal, ticket, or product records in HubSpot. You can create a cross-object report that shows relationships between properties across two data sets. Learn more about different types of reports you can create with the report builder.

  • In your HubSpot account, navigate to Reports > Reports.
  • Click Create custom report.
  • In the left panel, select Across data sets.
  • Select the checkboxes for the data sets to report across, then click Next.
  • At the top of the report builder, click the pencil icon edit to edit the report's name.
  • In the left panel, on the Properties tab, click Add [Record type] Property to browse and select the properties you want to report on.
  • In the left panel, click the Filters tab, then click Add filter to segment the data in your report. Browse or search for the property you want to use to filter your report, then set the criteria for your filter.

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

  • After setting 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. The available styles depend on types of data you're reporting on.
    • Configure chart: choose the properties to show on the visualization chart. Drag and drop properties into place to change what's plotted on your chart in real time. You must 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:
    • At the top, click the Data tab to adjust any of the properties or filters in your report.
    • In the Data tab, on the left panel, click the Properties tab to add a new property for any record in your report. Click the X to remove a property.
    • In the Data tab, on the left panel, click the Filters tab to add or remove any report filters. Click directly on an existing filter to edit its value.
    • After making your changes, click Get data to update your report.

change-properties-or-filters

    • To receive a file with your report's data, click Export in the upper right. In the dialog box, select the File type, enter the Email address to receive this file and then click Export.
  • Once you've finished your report, in the top right, click Save to add it to your list of saved reports.

Funnels or pipelines

Create a funnel report for your contacts, deals or events.

With a contacts or deals funnel report, you can 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.

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. The report tracks how visitors are moving through these touch points on your website over time. You 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 and can't be added to a dashboard.

To create a contacts or deals funnel report:

  • In your HubSpot account, navigate to Reports > Reports.
  • Click Create custom report.
  • In the left panel, select  Funnels or pipelines.
  • Select Contacts or Deals, then click Next.
  • At the top of the report builder, click the pencil icon edit to edit the report's name.
  • On the Data tab, click Add filters to select properties to compare across your records.
  • Click the Visualization tab to customize the chart for your report:
    • Choose chart type: the chart types available will depend on the types of contact or deal properties selected for your report.
    • Configure funnel: select the stages to show on the visualization chart. Click the Add stage dropdown menu to select stages from your pipeline to include. Click X to remove a stage. Use the all dropdown menu to specify how records have moved through your pipeline stages:
      • Select all to report on on all records that have ever moved through all selected stages you've selected. Only reports across all stages include conversion rates between each of the stages.
      • Select any to report on all records that have ever been in any of the selected stages.

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.
  • To receive a file with your report's data, click Export in the upper right. In the dialog box, select the File type, enter the Email address to receive this file and then click Export.
  • Once you've finished your report, in the top right, click Save to add it to your list of saved reports.

To create a events funnel report:

  • In your HubSpot account, navigate to Reports > Reports.
  • Click Create custom report.
  • In the left panel, select Funnels or pipelines.
  • Select Events, then click Next.
  • At the top of the report builder, click the pencil icon edit to edit the report's 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.
      • Select 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.
      • Select 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.
  • To receive a file with your report's data, click Export in the upper right. In the dialog box, select the File type, enter the Email address to receive this file and then click Export.
  • Once you've finished making your selections, in the top right, click Save to add this to your list of saved reports.

 Attribution

Attribution reports analyze the interactions that led to specific conversion on your website. Learn how to create an attribution report.