Welcome to our step-by-step guide on creating custom reports in HubSpot. Reporting is a crucial aspect of tracking and measuring your marketing efforts. In this tutorial, we'll walk you through the process of building insightful custom reports in HubSpot, empowering you to make data-driven decisions and gain valuable insights into your marketing performance.
Access the Reports Dashboard
To access the Reports Dashboard, log in to your HubSpot account and click on "Reports" in the top navigation bar. From the dropdown menu, select "Reports Home."
Click on "Create custom report
In the Reports Home screen, click on the orange "Create custom report" button in the top right corner of the page.
Choose a report type
HubSpot offers three main types of custom reports: Single Object, Cross-Object, and Funnel reports. Select the report type that best fits your needs.
Select data source
Choose the data source for your custom report. This will vary depending on the report type you selected in the previous step. For example, if you chose a Single Object report, you can select data from contacts, companies, deals, or other objects.
Add filters and properties
Add filters to narrow down your data based on specific criteria. You can also add properties to your report to display the relevant data columns. To add filters or properties, click on the respective buttons and select the desired options from the dropdown menus.
Customize the report visualization
Choose the type of visualization for your report, such as bar chart, pie chart, or table. You can also customize the chart title, axis labels, and other display options by clicking on the "Settings" tab in the report builder.
Preview and save the report
Click on the "Preview" button to view a live preview of your custom report. If you're satisfied with the report, click on the "Save" button at the top right corner of the page, and then give your report a name and description.
Congratulations! You've mastered the art of creating custom reports in HubSpot. By harnessing the power of data, you can now monitor and optimize your marketing efforts with precision. These custom reports will serve as your compass, guiding you towards success in reaching your marketing goals. Stay proactive, keep experimenting, and leverage the valuable insights to stay ahead in your marketing game. Happy reporting!