Last updated: October 13, 2020
However, the BETA custom report builder can help you analyze multiple data sources across HubSpot.
Before building your report, it's helpful to discuss with your team what you want to understand in the report. For example, you should determine in advance:
To start customizing your report:
You select fields to be available for your report. Fields include properties (e.g., values in contact properties), event data, and other information relating to the data sources you add.
Please note: event fields can be seen under the Events section in certain data sources. Currently, you can only pick one event field for the custom report, and the data in the field will be limited to a certain time-frame automatically.
By adding these fields, the report will know to extract the data from these sets of property values and event data.
The chart type determines how your data will be displayed. At this point, you can click first to hide the left panel and last to expand it again.
You can limit the amount of data that enters the report by filtering it. Filters provide a set of conditions and only data that adheres to the conditions will be analyzed by the report.
Once the report is how you want it, you can save it to view again later.
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