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Create custom reports

Last updated: April 24, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub   Professional , Enterprise
Sales Hub   Professional , Enterprise
Service Hub   Professional , Enterprise
Operations Hub   Professional , Enterprise
Content Hub   Professional , Enterprise

With custom reports, you have more flexibility in analyzing objects and activities in your HubSpot account. There are different types of custom reports that you can create, based on your reporting needs.

You can save a custom report to your reports list, a dashboard, or save it as an export.

To create custom reports, the user must have Create/own and Edit report permissions.

Please note: the number of custom reports you can create depends on your subscription. Learn more about these limits in the HubSpot Product & Services Catalog.

Depending on your subscription, you can create the following types of custom reports:

  • Single object reports: analyze contacts, companies, deals, tickets, quotes, custom objects, payments, activities, line items, or feedback submissions.
  • Funnel reports: measure the conversion rates between certain stages in a customer's lifecycle or deal's pipeline. If you have an Enterprise subscription, you can also create a custom events funnel.
  • Custom report builder: an advanced report builder that enables you analyze objects in relation to marketing, sales, and service activities.
  • Contact attribution reports: measure which sources, assets, and interactions impacted lead generation (Marketing Hub and Content Hub Enterprise only).
  • Deal create attribution reports: measure which sources, assets, and interactions impacted deal generation (Marketing Hub Enterprise only).
  • Revenue attribution reports: measure which sources, assets, and interactions had the greatest impact on revenue (Marketing Hub Enterprise only). 
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