Manage reports in your reports list

You can create new reports and manage any existing reports you have in your account using your reports list. If you want to analyze your dashboard reports instead, learn how to filter reports on your dashboard and how to filter your dashboard.

Filter the reports list

1. In your HubSpot account, navigate to Reporting > Reports.
2. At the top, click the All reports, Custom reports, or Favorites tab to see specific reports in your report list.
   • Select filters to further narrow the scope of your reports list:
     • Dashboard: filter reports from a specific dashboard, those not assigned to any dashboard, or all reports across dashboards.
     • Owner: filter reports by their assigned owner.
     • Last updated: select a date range to filter updated reports.
     • Brand: filter reports based on their associated brand.
   • Click the checkboxes next to any reports in your list to:
     • Delete: delete the selected reports from your report list and any dashboards they've been added to.
     • Change owner: reassign the selected reports to a different owner.
     • Manage access: set which users can access the selected reports. Learn more about managing report access.
     • Add to a dashboard: add the report to a dashboard. Because dashboards have their own level of access, adding a report to a dashboard may change who has access to it.
     • Set brand: assign the selected reports to a brand. Available with the Brands add-on. 

3. To favorite a report, click the favorite star icon next to the report in your reports list. The report will then be added to the Favorites tab. You can add up to 10 favorite reports.
4. In the left sidebar menu, reports are grouped by different statuses. To filter your reports by status, select one of the following characteristics in the left sidebar.
   • My reports: displays all reports.

• • Marketing (BETA)
    • Advanced reporting > Attribution (BETA)
    • Channel performance
      • Ads
      • Forms
    • Web traffic analysis
      • Sources
      • Pages
      • UTM Parameters
      • Device type
      • Countries
      • Browsers
    • CRM insights > Contacts
  • Sales
    • Coach reps & teams
      • Call outcomes
      • Chats
      • Completed activies
      • Deal created
      • Lead funnel
      • Lead response time
      • Meeting outcomes
      • Prospecting activities
      • Tasks completed
      • Team activity timeline
      • Time spent in deal stage
    • Forecasts & pipelines
      • Deal change history
      • Deal funnel
      • Deal pipeline waterfall
      • Deal push rate
      • Forecast category
      • Historical snapshots
      • Quota attainment
      • Weighted forecast category
      • Weighted pipeline forcast
    • Sales outcomes
      • Average deal size
      • Deal loss reasons
      • Deal revenue by source
      • Deal velocity
      • Deals won & lost
      • Revenue (BETA)
      • Sales velocity
  • Service
    • Customer satisfaction > Customer satisfaction score (CSAT)
    • Team performance 
      • Average time to close ticket
      • Chat wait time
      • Support volume
      • Time in ticket pipeline status

Manage existing reports

Manage your reports by cloning, deleting, favoriting, and more.

1. In your HubSpot account, navigate to Reporting > Reports.
2. Click My reports to view all your reports. 
3. To manage an individual report, hover over the report, then click the Actions dropdown menu and select one of the following:
   • Customize: edit the report using the report builder. This is only available for subscriptions with custom reports, and is also not available for certain reports (e.g., Top Emails, Top Documents).
   • Rename: give the report a new name. 
   • Clone: make a copy of the report.
   • Export unsummarized data: export the report as a CSV, CLS, or SLSX file.
   • Share Via: if you've integrated Slack with your HubSpot account, send a link to the report to the selected Slack channel along with an optional message.
   • Manage access: set which users can access the report. This can only be edited on reports that are not on dashboards. Learn more about managing report access below. 
   • Change owner: reassign a report to a different owner. 
   • Set brand: assign the report to a specific brand. Available with the Brands add-on.
   • Add to dashboard: add the report to a dashboard. Because dashboards have their own level of access, adding a report to a dashboard may change who has access to it.
   • Delete: delete the report from your reports list and any dashboard it's been added to.
4. To restore a deleted report, in the top right of your dashboard, click Restore deleted reports. Reports must be restored within 14 days of deletion.

Manage report access

Reports that are added to your dashboards will be controlled by the dashboard's access settings. For reports that haven't been added to a dashboard, you can manage its access.

Please note: Super Admins and users with the Reports and dashboards permission can view all assets, including private assets.

1. In your HubSpot account, navigate to Reporting > Reports.
2. To change a report's owner, hover over the report, click the Actions dropdown menu, and select Change owner.
3. To manage access to a report that has not been added to a dashboard, hover over the report, click the Actions dropdown menu, and select Manage access. In the right panel, select one of the following options and click Save:
   • Private to owner: allow only the report owner and admins to view and edit the report.
   • Everyone: allow all users in your HubSpot account to view the report.
     • Select View and edit to allow all users to view and edit the report.
     • Select View only to allow all users to view, but not edit, the report.
   • Only specific users and teams (Enterprise only for teams): allow specific users and teams in your HubSpot account to view the report.
     • Select View and edit to allow specific users to view and edit the report. Click Next in the bottom right and select the users and teams that will have view and edit access to the report.
     • Select View only to allow specific users to view, but not edit, the report. Click Next in the bottom right and select the users and teams that will have view access to the report.

Create a new report

1. To create a standard report from the reports library, click Create report in the upper right. Learn how to search and save reports from the reports library.
2. To create a new custom report, click Create custom report in the upper right. Available for Professional and Enterprise.