Dashboards

Create a report from a custom saved filter

Last updated: October 28, 2019

Applies to:

Reporting
Reporting add-on
Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

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.

  • 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.