In your HubSpot account, navigate to Reporting & Data > Reports.
In the upper right, click Create report.
Select Attribution.
View the available sample attribution reports in the Contact create, Deal create, and Revenue sections.
- To base your report on a sample report, select the question that matches your end goal.
- To start your report from scratch, select + Create a new report from scratch.
In the top right, click Next. You'll then be redirected to the report builder.
At the top of the report builder, click the edit pencil icon to name your report.
In the left sidebar, configure the report's chart type, attribution model, and dimensions.
To select the report visualisation, click the Chart type dropdown menu, then select a chart type. Learn more about chart types.
Define how you want to attribute credit to different types of interactions by clicking the Attribution model dropdown menu, then selecting one or more models.
Select how you want to assign conversion credits by clicking the Dimensions dropdown menu, then selecting a dimension.
- Asset dimensions: assign conversion credits to the assets that a contact interacted with along their journey, such as landing pages.
- Deal dimensions: assign conversion credits by the attributes of associated deals.
- Interaction dimensions: assign conversion credits by the interactions that occurred along a contact's journey.
- UTM dimensions: assign conversion credits by the UTM parameters present in the URL where an interaction occurred.
- Other dimensions: assign conversion credits by other dimensions, such as ad keywords, CTAs, and social posts.
Next, set up report filters.
In the left sidebar, set up any additional filters for the report.
In addition to the default filters, you can add a custom filter by clicking + Add filter.
After building your report, you can either save it to your HubSpot account or export it.