Professional and Enterprise users and Reporting Add-on users can create reports of your contacts, companies, deals, and tickets directly from one a custom saved filter.
- In your HubSpot account, navigate to contacts, companies, deals, or tickets.
- Click All saved filters to choose one of your saved filter or create a new saved filter.
- Hover over the saved filter you wish to report on and click Options then select Create report.
- This will bring you to directly to the report builder and automatically includes the contacts, companies, deals, or tickets that are included in your saved filter.
- Click a chart icon to adjust the data visualization for your report.
- Click the Data tab to customize any properties and filters included in your report.
- When you're finished, click Add to dashboard.
