With a single object report, you can analyze an object, such as contacts, in relation to its object properties. For example, use a single object report to view a breakdown of contacts by lifecycle stage and annual revenue.
Single object reports can be built for the following objects:
Please note: the number of custom reports you can create depends on your subscription. Learn more about reporting subscription limits in the HubSpot Product & Services Catalog.
To create a single object report:
In your HubSpot account, navigate to Reports > Reports.
In the upper right, clickCreate report.
Select the object 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 next to its name.
In the upper left, clickFiltersto segment the records that appear in your report. You must add at least one filter to your report for data to appear.
ClickAdd filterand browse or search for the property you want to use to filter your report, then set the criteria. This report uses AND logic to filter records, so all filters must be true for the object to appear in the report.
If you're reporting on deal amounts and havemultiple currencies, you can add a Currencyproperty filter to view deals with a specific currency.
Click theVisualization tab to customize the appearance of your report.
In the left panel, select a chart type. The available 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.
In the upper right, click the Frequency dropdown menu and select a time internal. 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.
Please note: to report on Goals in your HubSpot account, the user creating the report must have a paid seat.
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, and click Export.
Please note: the export will only include the properties that have been added to the Selected properties section of the Data tab.
When you're done with your report, clickSaveto add it to your list of saved reports.
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