Last updated: October 13, 2020
You can create reports of your contacts, companies, deals, and tickets directly from a saved view.
- In your HubSpot account, navigate to contacts, companies, deals, or tickets.
- Click All views.
- Hover over the saved view to report on. Click the Options dropdown menu and select Create report.
- This will bring you to directly to the report builder and will include the filters you added to your saved view. You can continue to work on your custom report.