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View AI-assisted insights for reports (BETA)

Last updated: September 25, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub   Starter , Professional , Enterprise
Sales Hub   Starter , Professional , Enterprise
Service Hub   Starter , Professional , Enterprise
Operations Hub   Starter , Professional , Enterprise
Content Hub   Starter , Professional , Enterprise

Use AI insights for reports to generate concise summaries and takeaways for your report. HubSpot AI interprets the content of your report and suggests insights and takeaways.

Please note: this functionality is only available on single object and multi-object reports in a single report view.

  • In your HubSpot account, navigate to Reporting > Reports.
  • Click the name of a report.
  • Click to expand the AI insights section in the top left.

report-insights-ai

  • AI insights will analyze the data in your report and generate a suggested summary. 

ai-insights-example

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