How to Build a Custom Report in HubSpot

Here are the steps to Build a Custom Report in HubSpot

1. Create a dashboard
2. Build a new report
3. Add properties
4. Add filters
5. Visualization
6. Save

 

 That’s it! Now you know how to Build a Custom Report in HubSpot

 

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Hello this is Francis
from good team.
And I’m going to show you how
to create a custom report based
off of a specific property
that you’ve created.

So in another video
that we did, this
is kind of a follow up on
that in another video we did,
we created a custom property
called lead source, which
is a directly tied
to forms, and it’s
a hidden field in the form.
So we can track.

If someone came in
through a specific landing
page on a specific
platform, we associate
that lead source with
that form and that
follows the contact
throughout their journey.

So we want to create a
report to now track how are
these lead sources doing, what?
Where are they all coming from
and when leads are generated?
What is the most
popular lead source
that they’re coming through?

So when you are
going to Hubspot,
where you’re going to do is
go to Reports and dashboards.
This is also just a
tutorial on how to create.
A custom report.

So if you have not
created a dashboard, what
this will look like is
a bunch of templates
that you can pull from.

The way that HubSpot works is you
have your dashboard, which
is the overall report.
That’s like the big
20 page PDF that
has multiple reports within it.
That’s your dashboard.
And then within your
dashboard, you have reports.

So when you’re looking
through things,
it can get a little
bit complicated.
Complicated, but the
dashboard is the overall
and reports go
within the dashboard.

So we’re going to be doing
today is building out a report
to put on our dashboard.
You have multiple different
types of dashboards,
so maybe you want
to track marketing.

Maybe you want to
create a dashboard
for sales, a dashboard for
service or website analytics.
That is how you’re
able to track.
And then within
the dashboard, you
can create specific reports.

You can either pull
from your own reports
that you’ve created in the past
a templates from the report
library that was created or you
can build out in your report.

So for this example, because
this is a custom property,
I’m going to build
out a new report.
So we’re tracking weed sources.
So I’m only going to
be tracking one object.

So I’m going to do
single object and it’s
going to be a contact
because the custom property
that we created is a custom
as a contact property.

So after I do that, you could
see that they’ve already
pre-selected some properties
create date and lifecycle
stage.

Those are pretty
default properties
that you might want to
track if you want to add
a property that you’ve created.

You just click Add
property and then search.
So the property that we
created in our last video
was custom lead source.
So I’m going to choose that one.
Now we only have two contacts
that are in our HubSpot right
now.

So the actual data is not going
to generate on this report.
But you can see as you pull
in different properties
that this is kind of where all
the data is going to be housed.

If you want to get a little
more granular and maybe you want
to divide it up by day or
have some more unique filters,
then you’ll want to click
that filters button.

So a date is required.
To be able to gather
that data so that it
has more of a linear approach.

So we chose create date
is this quarter so far,
but you can do anything you
can do between a Custom Ranger
a week, a month, a year just
depends on what you need.

You can also choose lots
of different trigger events
like maybe the time
the contact first
saw a landing page or a ad.
So there’s a whole lot you
can do here in reports.

I will say that depending
on your subscription,
you may have more
or less options when
it comes to building
out customer reports.
So just be aware of that.

So once you are done
with setting the filters
on the data, the
next move, you’re
going to make is making
it visually appealing.

So you can choose
different chart types
like column or
maybe a line graph.

You can have circular graphs
and what you’re going to do
is you’re going to drag
those properties that you
want to track.

So I want to track contacts that
were created within this custom
lead source.

So again, we don’t have
any data in the Hubspot,
so you won’t be able
to see what contacts
were created from what source,
but you get the idea of that.

This is how you kind of
drag and drop set filters
and create your report.
Once everything looks good,
then you’re going to click Save.

You’re going to name
the report and you’re
going to add it to a dashboard
that you have created.

Or you can create a
new dashboard directly
from the reports folder.

Once you’re done, you’re just
going to click Save and add.
And you should be able
to go to your dashboard
and see that report is now
populating on your dashboard.

So if you do that
five, seven times,
you will have a full
built out dashboard
where you can track all sorts
of lead generation or web
analytics.

Maybe you want to track sales
folks and how they’re doing
or revenue attribution if you’ve
got an enterprise subscription
on any of the software.

So that’s how you
create a custom report.
Thanks for watching.