The object types available for custom object reports are contacts, companies, deals, tickets, activities, products, or feedback submissions. You can create both single object and cross-object reports:
Single object: you can report on one object type.
Cross-object: you can analyze relationships between two different object types.
Please note:there are limits on the number of custom reports you may have depending on your subscription. Learn more about these limits in the HubSpot Product & Services Catalog.
To create a object-based report:
In your HubSpot account, navigate toReports>Reports.
In the upper right, clickCreate custom report.
In the left panel, selectSingle object or Cross-object.
Select the objects you want to report on, then clickNext.
At the top, click your report'snameto edit it.
In the left panel, clickAdd [Object type] Propertyto browse and select thepropertiesyou want to report on.
After selecting these properties, in the left panel, drag and droppropertiesto reorder the columns in the table on the right.
To remove a property, click thex.
In the upper left, clickFiltersto segment the records that appear in your report.
ClickAdd filterand browse or search for the property you want to use to filter your report, then set the criteria. You can use the AND and OR logic to help filter down the records.
If you are reporting on deal amounts and havemultiple currencies, you can add the Currencyproperty here to filter deals with a specific currency.
Please note:you must add at least one filter to your report.
After setting up your properties and filters, clickGet datato gather the relevant records. If the records are already gathered automatically, skip to the next step.
Click theVisualization tab to customize the chart for your report.
Select a chart type. The options depend on the object type you've selected.
In theConfigure chart section, drag and dropproperties into theDisplayingsection to add them to your chart.You must select a date property or a property that gives a specific count to plot your data.
Please note: in a cross-object report, a record may be counted multiple times if it meets the displayed metric more than once.
When a metric is selected to display based on one object type (e.g. contacts), the report counts the number of instances each record meets the displayed metric. For records of the other object type (e.g. company), the report may count each record multiple times if it has multiple associations.
For example, in a cross-object report with a data set of one company associated to two contacts:
When Create date (Contact) is selected to be displayed:
Two instances of the company will appear because the company met the criteria where Create date is known for a contacttwice, since it is associated to two contacts.
Each contact will be counted as one instance as they each meet the displayed criteria once.
When Create date (Company) is selected to be displayed:
Only one instance of the company appears since it only meets the displayed criteria of Create date is known for a company once.
Each contact will also count as one instance each as each of them is associated to one company.
In the upper right, click Frequency to decide the intervals of time in the report. If you select Weekly, a week in the report starts on Monday.
If you've selected a line or area chart with a date property as a report measure, you can compare the current data set with a goal or a previous time period. In the upper right, click the Display options dropdown menu.
To compare your data with a static number goal for each month, selectInclude monthly report goaland enter the monthly goal in theGoal field.
To compare your data with existinggoals you've set related to the data in your report, selectInclude [measurement] goal
To compare your data with a previous time period, click theComparison dropdown menu and select the date range you'd like to compare the current data to. The options displayed here depend on date property filters you've set.
If you are reporting on deals, havemultiple currenciesin your account, and have selected the Amount in company currencyproperty, theClosed amount in company currency property, or theForecast amount in company currency property, amounts will appear in the company currency by default. Click theCurrencydropdown menu to convert amounts to another one of your currencies.
To receive a file with your report's data, clickExport in the upper right. In the dialog box, select theFile type, enter theEmail address to receive this fileand then click Export.
When you're done with your report, clickSaveto add it to your list of saved reports.