This article will explain how to create and save reports in HubSpot and how to add these to a Dashboard.
HubSpot has designed a range of reports that are available "out of the box" that can be used within a Dashboard, or just as required. Many of these reports will be able to provide you with the data you are looking for without having to create a custom report in the database.
Let's explore the reports that are already available and how to access and use them. The quickest and easiest way to see what reports are already available on HubSpot is to go to Dashboards, create a new dashboard and click on "Add Report". A list of the reports available will come up which are categorised by the relevant section of the database - eg. Contacts, Deals, Sales etc.
HubSpot will automatically provide you with a few reports it calculates you will be interested in based on your job role (which is set up when you first log in) and the team you are in. You can delete any of these by choosing "Delete" from the "Actions" menu within each separate report.
After clicking "Add report" you will be taken to the Report Library where you can see all available reports (default view) or you can choose reports based on the functionality you are after - eg. Sales, Marketing, Service etc. If you are looking for a specific Sales oriented report, click on "Sales" and choose an option from the dropdown menu. Alternatively, you can search for reports using keywords etc.
If you see a report you would like to use or adapt, you can click on "Add report" to add the report as it is, or you can click on "Customise" (only if that option is available) and adapt as required. If you click on "Customise" you will be automatically taken into "Report Builder" to make any changes you require.
If you cannot find a report that shows you the data you want, you can then create a Custom Report using the Report Builder function. To do this, click on "Create custom report" and you will be taken to the first page of the Report Builder.
After clicking "Next" in the top right corner of the screen, you will be taken to the Properties option, where you choose the property or properties associated with the data set you want to pull information from. In this example we are looking at Ticket Create Date, Ticket Category and Ticket Actions. To add a property, simply click on "Add Ticket Property" and choose from the list of available properties provided.
Before clicking "Next", click on "Filters" above the word "Properties" to set how you want to see the properties you have just chosen. In Filters you will be able to choose the date range you want to use, and set up the parameters for your properties that you want to explore by clicking on "Add filters" and choosing these from the list presented.
Click "apply filter" for each filter you want to add. Once you have added all the filters, click on "Hide Filters", then you can click on "Next" to choose how you would like the information displayed.
In the "Visualisation" tab, you will be able to drag and drop the information you want to see and then choose the type of report you would like to see this information displayed in.
All reports are able to be exported to Excel or CSV files by clicking on "Export" in Report Builder.
If you would like more information on how to build custom reports, go to the HubSpot Learning Centre (accessible from the drop down menu under your profile in the top right corner of the screen). Click on "Learning Centre" and search for "Building Custom Reports in HubSpot".
