With custom reports, you have more flexibility in analyzing objects and activities in your HubSpot account. The reports list lets you manage all default reports in your account and any custom reports that you create.
Funnel reports allow you to analyze the conversion rates between stages, whether it be in a lifecycle or a deal pipeline, or in a custom event funnel.
All: report on contacts or deals that have ever moved through all the selected stages. If the first stage listed in the funnel is All created contacts it will only show contacts created in the selected timeframe. Or, if the first stage listed in the funnel is Opportunity, it will only show contacts that entered the Opportunity stage in the timeframe. Select this option if you want to include conversion rates between each stage.
Any: report on contacts or deals that have ever moved through any of the selected stages. The report will include all records that entered one of the selected stages in the specified date range, regardless of the record's create date.
Click Run 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.
In the top right, click Save to add this to your list of saved reports.
Please note: when using the Filter out by change type filter, deals that have at least one of the change types selected by a user will appear in addition to all the change types that occurred for that deal regardless of filter selections.
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