How do I create a custom report in HubSpot?

How do I create a custom report in HubSpot?

How do I create a custom report in HubSpot?

In your HubSpot account, navigate to Reports > Reports. In the upper right, click Create custom report. In the left sidebar menu, click Custom Report Builder....To save the report to your reports list or a dashboard:

  1. In the upper right, click Save. ...
  2. In the right panel, enter the report name into the Report name field.

How do you create a custom report?

Create a Custom Report

  1. Sign in to Google Analytics.
  2. Navigate to your view.
  3. Open Reports.
  4. Click Customization > Custom Reports > +New Custom Report.
  5. Enter a Title.
  6. (Optional) Click +add report tab. ...
  7. Select a report type: Explorer, Flat Table, Map Overlay, or Funnel. ...
  8. Define your dimension and metrics.

How do I use reports in HubSpot?

Use a report from the report library

  1. In your HubSpot account, navigate to Reports > Reports.
  2. In the upper right, click Report library.
  3. In the report library, browse for a report you want to save or add: To filter the reports on the right, select the report content and report types you're looking for in the left panel.

Can you automate reports in HubSpot?

To set up an email report, navigate to any dashboard and click the "Email" dropdown at the top right of the dashboard. Select "Send", and fill in the options. You'll have the ability to control who receives the email report, the frequency (daily, weekly, or monthly) and the day/time.

How do I create a sales report in HubSpot?

In your HubSpot account, navigate to Reports > Analytics Tools. Click Sales Analytics. In the left sidebar menu, click the topic you want to analyze to expand the available reports. Select the report you want to work with.

What is a custom report?

A Custom Report is a report that you create. You pick the dimensions (City and Browser, for example) and metrics (Sessions, Pageviews, and Bounce Rate, for example) and decide how they should be displayed. You must specify at least one dimension and one metric. Learn about dimensions and metrics.

How do you edit a report on HubSpot?

In your HubSpot account, navigate to Reports > Dashboards. Click the name of the current dashboard, and select the dashboard from the dropdown menu. Hover over the report you want to edit and click Report settings. In the dialog box, click Edit report at the bottom to go to the custom report builder.

How do I create a sales report on HubSpot?

In your HubSpot account, navigate to Reports > Analytics Tools. Click Sales Analytics. In the left sidebar menu, click the topic you want to analyze to expand the available reports. Select the report you want to work with.

Can you export Reports in HubSpot?

In your HubSpot account, navigate to Reports > Reports. Hover over the report you want to export, then click the Actions dropdown menu and select Export. In the dialog box, enter a name for your report in the Name field, then click the File type dropdown menu to select the file format for the export. Click Export.

Are there leads in HubSpot?

Leads are the fuel that keeps your sales engine running. Using HubSpot, you can convert your website visitors into leads—and eventually into paying customers. Lead generation is the process of finding and converting casual browsers into potential customers. ... All of this can be done within HubSpot's ecosystem of tools.

What kind of reports can I create on HubSpot?

  • Learn more about these limits in the HubSpot Product & Services Catalog. Depending on your subscription, you can create the following types of custom reports: Single object reports: analyze contacts, companies, deals, tickets, custom objects, activities, line items, or feedback submissions.

How is a visit to an orphanage a life changing experience?

  • A visit to an orphanage is a life-changing experience as it is filled with emotions and sentiments. I had an opportunity to visit an orphanage as my cousin was a volunteer for a local non-governmental organization and it was the occasion of The International Day of Service.

Who are the care takers in an orphanage?

  • An orphanage houses children of various ages who either have no family or have lost their families in natural calamities. The home usually has a care-taker who monitors the children of the orphanage and a few helpers to take care of the residents.

Is there an API for the HubSpot app?

  • Hubspot does offer API access. But many developers complain that its missing some important features like search by dates or custom fields. This was really a challenge of the tallest order: How do you create this report using the existing HubSpot API? But if there's a will there’s a way.

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