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Reports

Create custom single object reports

Last updated: July 14, 2021

Applies to:

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

With a single object report, you can analyze an object, such as contacts, in relation to 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:

  • Contacts
  • Companies
  • Deals
  • Activities
  • Tickets
  • Line items
  • Feedback submissions
  • Conversations
  • Custom objects (Enterprise only)

Please note: the limit of how many custom reports you can create depends on your subscription. Learn more about these 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, click Create custom report.
  • In the left panel, select Single object.
  • Select the object you want to report on, then click Next.
  • At the top, click your report's name to edit it.
  • In the left panel, click Add [object type] Property to browse and select the properties you want to report on.
    • After selecting these properties, in the left panel, drag and drop properties to reorder the columns in the table on the right.
    • To remove a property, click the x.

  • In the upper left, click Filters to segment the records that appear in your report. You must add at least one filter to your report for data to appear.
    • Click Add filter and 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're reporting on deal amounts and have multiple currencies, you can add the Currency property here to filter deals with a specific currency.
  • Click the Visualization tab to customize the chart for your report. 
  • In the left panel, select a chart type. The available options depend on the object type you've selected.
  • In the Configure chart section, drag and drop properties into the Displaying section to add them to your chart. You must select a date property or a property that gives a specific count to plot your data. 
cross-object%20visualization
  • 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, select Include monthly report goal and enter the monthly goal in the Goal field. 
    • To compare your data with existing goals you've set related to the data in your report, select Include [measurement] goal 
    • To compare your data with a previous time period, click the Comparison 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. 

reports-comparison-options

  • If you are reporting on deals, have multiple currencies in your account, and have selected the Amount in company currency property, the Closed amount in company currency property, or the Forecast amount in company currency property, amounts will appear in the company currency by default. Click the Currency dropdown menu to convert amounts to another one of your currencies.
  • 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.
  • When you're done with your report, click Save to add it to your list of saved reports.