Creating and Editing Reports

A Step-by-Step Guide to Creating and Editing Reports in HubSpot

Introduction:

HubSpot reports are essential for analyzing data and gaining insights into your marketing, sales, and service efforts. This guide will walk you through the process of creating and editing reports, helping you understand how to visualize and interpret your data.

1. Finding the Reports Tool:

• Login: Log into your HubSpot account using your credentials.
• Navigation: In the left-hand sidebar, navigate to "Reports" and then select "Reports." This will take you to the reports dashboard.

2. Creating a New Report:

• "Create Custom Report" or "Report Library": You have two options:
  • Click "Create custom report" to build a report from scratch.
  • Click "Report library" to select a pre-built report from HubSpot's templates.
• Choose Report Type: If creating a custom report, select the type of report you want to create (e.g., single object, cross object, funnel, attribution).
• Report Builder: You will now be in the report builder, where you can customize your report.

3. Overview of the Report Builder:

• Data Sources: Select the data sources you want to include in your report.
• Filters: Apply filters to narrow down your data and focus on specific segments.
• Visualizations: Choose the type of visualization you want to use (e.g., charts, tables, graphs).
• Properties: Select the properties you want to display in your report.
• Configuration: Configure the report settings, such as date ranges and sorting.
• Preview: Preview your report to see how it will look.

4. Editing an Existing Report:

• Finding the Report: Locate the report you want to edit on the reports dashboard. You can use the search bar to find it quickly.
• Opening the Report: Click on the name of the report to open it in the report builder.
• Making Changes: Use the report builder options to make your desired changes.
• Saving Changes: Click the "Save" button to save your changes.

5. Important Notes:

• Data Accuracy: Always ensure the accuracy of your data before creating reports.
• Report Purpose: Define the purpose of your report before you start building it.
• Visualization Selection: Choose the appropriate visualization to effectively communicate your data.
• Filtering: Use filters to focus on the data that is most relevant to your analysis.

6. Additional Help:

• HubSpot's help resources are available for further assistance. Use the help search bar to find answers to specific questions.
• You can also search for 'reports' in the Hubspot Academy to access video tutorials and guides - https://app.hubspot.com/academy/23487903/results?search=reports

7. Growth Opportunities:

• Custom Report Building: Explore advanced report building techniques to create highly customized reports.
• Report Dashboards: Learn how to create and customize report dashboards to visualize key metrics.
• Report Scheduling: Investigate how to schedule reports to be automatically sent to stakeholders.