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Use sample reports in the custom report builder (BETA)

Last updated: January 5, 2022

In Beta

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

When creating a custom report, you can start with a sample report based on the data sources you want to report on. Sample reports are fully built reports intended to answer some of the most common reporting questions that a business might have, such as What is the total deal amount created this month by company?

To use a sample report in the custom report builder:

  • In your HubSpot account, navigate to Reports > Reports.
  • In the upper right, click Create custom report.
  • In the left sidebar menu, click Custom Report Builder
  • Select the data sources that you want to use for the report.
  • Click the Sample reports tab.

    sample-reports-tab0
  • Browse or use the search bar to view the available sample reports. Sample reports are ordered by relevance based on the primary and secondary sources that you selected.
  • To build the report, select the sample report, then click Next in the upper right.
  • In the report builder, you click Save to save the report as it is, or further customize the report.  
  • At any time, you can view more sample reports by clicking Sample reports in the upper right of the report builder. Then, in the right sidebar, select the sample report you want to view and click Apply.