A quick tour of reports home

Last updated: November 17, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A
Service: N/A
Reports home allows you to create and manage custom reports created in HubSpot. This article will provide an overview of the reports home dashboard, and later you will learn how to create a variety of reports on your HubSpot contacts.

Navigate to Reports Home

In your HubSpot Marketing account, select Reports > Reports Home.

Reports home overview

When you navigate to Reports > Reports Home you're brought to the location where all your reports are saved. Here you'll be able to:

  1. Filter by types of reports (Enterprise accounts only).
  2. Filter by a particular time frame based on the report's create date.
  3. Filter by the user who created any report.
  4. View all of your existing reports based on the above filters.
  5. Create a new report from scratch.

Here you'll also find links to other reports and applications that correlate with reports. For example, the tracking URL builder works directly with sources and reports so you can use custom shortlinks to promote your content through different channels and source them under particular sources and specific campaigns.

Creating a new report

Reports home allows you to create custom reports. Please note that certain report types are only available to Professional and Enterprise accounts.

From reports home, you can click the gear icon on any report and elect to edit the report, email the report to yourself or others, make it your default report, or delete the report.

Email report

When you elect to email the report, you're presented with some options to insert the email address the report should send to, the subject of the emailed report, a brief message in the email body, and elect a frequency.

You can choose the frequency of daily, weekly, monthly, or just this once. Once selected, click Save schedule and your report will be emailed based on your selected frequency. Note that if you select Daily, the email will be sent at approximately 6 am local time.

Reporting add-on

There's a reporting add-on that you can purchase separately, where you can combine sales and marketing reports in one place. You can make multiple dashboards for different users or teams to suit their reporting needs. The reports are quickly editable as well, so you can change the criteria of a report and see its data immediately.

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