Love the idea of building custom dashboards for your team, but not quite sure how to get started? It’s your lucky day. The Reporting Add-On comes pre-loaded with dozens of curated templates to get you up and running.
If you have something a bit more custom, build a report from scratch instead. After clicking + Add Report from your dashboard, find Build from Scratch on the left-hand side. You’ll be transported into the report builder, which enables you to create custom reports on the properties your team values most.
Follow the instructions written up in this helpful guide (in PDF format) that will cover all sorts of tips & tricks when building custom reports for either the HubSpot Marketing or Sales product.