Create reports in the commerce analytics suite
Last updated: June 6, 2025
Available with any of the following subscriptions, except where noted:
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Use commerce analytics reports to track your billing and payment data. Customize pre-built reports to monitor key metrics from your invoices, subscriptions, and payments.
Create, view, and save commerce reports
- In your HubSpot account, navigate to Reporting > Reports.
- In the left sidebar, click Commerce.
- To view all of the reports related to a Commerce topic area, in the left sidebar, click the topic you want to analyze. Ready-made reports will appear.
- Select a report you want to work with. A preview of the report will appear in the middle panel. Learn more about the different report types.
- To filter your data, use the dropdown menus in the Filters header at the top of the report. Available filters vary by report. Learn more about editing report filters.
- To further customize the report visualization, click Customize.
- To share the customized report with other users, click Actions > Copy report URL. You can share this report with all users who have access to commerce reports. Learn more about Report access permissions in HubSpot's user permissions guide.
- To customize report details, open the right sidebar to define, group, and compare data in the report.
- Define
- Show Metrics: toggle the Show Metrics switch on/off to see an overview of your key data.
- Selected properties: click Selected properties to add or remove selected properties.
- Property: click the Property dropdown menus to select the key data in this report.
- Group
- Dimension: click the dropdown menu to choose how your data is grouped.
- Breakdown by: click the dropdown menu to break your data down by a specific selected property.
- Compare
- Compared to: click the dropdown menu to compare your data to different date properties.
- More
- Sort by: click the dropdown menu to sort your data by a specific property.
- Define
- To read more about a report, in the right sidebar, navigate to the About this report tab.
- Once you've customized the report, save the report to your reports list or a dashboard by clicking Save report at the top. Learn how to save your report to a report list or dashboard.
- Learn how to export your reports.
Types of commerce reports
Below are the commerce reports available in the report collections.
Invoices
- Aging summary: the count of invoices based on the accounts receivable age.
- Balance due: the balance due for one-time and recurring billing payments.
- Billed vs. actual revenue: the sum amount billed vs. the sum amount paid in company currency based on due date.
- Invoice status: the status of invoices based on the amount of days paid late vs. on time.
Subscriptions
- Churn subscriptions value: the sum annual recurring revenue and monthly recurring revenue based on churn subscriptions.
- Churn subscriptions: the count of churn subscriptions.
- New subscriptions value: the sum annual recurring venue and monthly recurring revenue based on new subscriptions.
- New subscriptions: the count of new subscriptions.
Payments
- Gross payment revenue: the gross payment revenue based on one-time/initial payments and recurring payments.
- Total payment volume: the total payment volume based on sum gross amount.
Reports
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