The primary data source will be the focus of the report, with all other data sources relating to that primary source. In the Build from scratch section, click Custom Report Builder.ĭata sources are the objects, assets, and events that you want to report on.In the upper right, click Create report.In your HubSpot account, navigate to Reports > Reports.Once you select a recommended chart type, HubSpot will then automatically arrange the fields into recommended channels. By enabling smart chart before adding your fields, HubSpot will automatically suggest chart type based on the fields you add. If you're not sure what the best type of chart to use for your report is, you can use the smart chart feature to get you started. Save or export the report: make your report available for yourself and others to view, or export it to take your data offline.Configure report visualization: choose how you want data to be displayed.Customize report filters: set limits and boundaries for the fields you've added.Add fields to the report: select the specific property, event, and activity data to report on.Select the report's data sources: select the types of HubSpot data that the report will include.Create a reportĬreating a report in the custom report builder can be broken down into the following steps: If you have an Operations Hub Enterprise subscription, you can also create datasets to power your custom reports. For example, you can create a report to measure how your target accounts are engaging with your website. The difference between the custom report builder and other types of HubSpot reports is that you can surface data from marketing and sales activities in addition to objects. With HubSpot's custom report builder, you can analyze multiple data sources across HubSpot.
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