Learn how to create different types of custom repots in HubSpot depending on your needs.
Custom reports in HubSpot are great for monitoring progress for your campaigns and internal processes.
Sometimes the default reports in HubSpot do not display the data you want to see. This is where custom reports come in.
In the navigation bar, hover over Reporting, then click Reports. When there, click Create Report.
Depending on your subscription, you can create a variety of different custom reports:
- Single object - Use this when you only have one object to report on ie Contacts, Companies, Deals, Activities, Tickets, Products or Feedback submissions.
- Cross object - Use these reports when you need to report across two dimensions such as Contacts and Deals.
- Funnels - Use this report if you want to report through the process of a Contact, Deal or Event funnel.
- Attribution - You can create several types of attribution reports, such as Contact, Deal or Revenue. These reports will measure the sources and assets that have impacted lead, deal or revenue generation.
- Custom report builder - An advanced report builder that enables you analyse objects in relation to marketing, sales, and service activities.
When you've selected the type of report you want to create then it's time to add the properties you'd like to report on.
Select your properties and hit Next to choose your chart type, add filters and configure your report.