Feature Spotlight - Custom Report Builder

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customreport

Feature Spotlight - Custom Report Builder

Find resources and information to help learn and sell this feature.
customreport

What is Custom Report Builder?

Growing companies need quick answers to the one-off questions that drive business growth. Our new custom report builder, available to Pro and Enterprise customers, is built to give you access to all of your data in one place — no spreadsheets required. Access your CRM contact, company, deal, and marketing events data alongside your marketing, sales, and service engagement data within the report builder, giving you one streamlined place to answer key questions.

Why Custom Report Builder?

Why:

Businesses need visibility into what's working and what's not in order to grow. How do businesses understand what's working and what's not? Reporting.

HubSpot offers dozens of out-of-the-box reports designed to shed light on performance, but the reality is that every business' data is unique. It’s critical that growing companies have the ability to ask ad hoc questions of their data, so they can zoom in as needed and establish a strong decision making process.

While custom reporting is supported today with the single and cross-object report builders, the data available in these builders do not represent the full Flywheel. For example, it’s possible to build a cross-object report about contacts, companies, deals, or tickets, but marketing email, blog, landing pages, website pages, ads, or any HubSpot data that isn't considered a "standard object" is missing altogether. For customers, this means countless hours spent exporting, joining data in Excel, and building reports elsewhere.

Custom Report Builder:

This all changes with the new Custom Report Builder. The new Custom Report Builder brings all HubSpot data into one place, allowing customers to answer specific questions that span the Flywheel, such as:

  • How many site visits are we getting over time, by target accounts?
  • Which marketing emails were opened by top tier leads?
  • How many of my shipments (custom object) were associated with a closed deal over $10,000?
  • How many form submissions are we getting over time, and who submitted them?
  • Did any of my prospects in the deal pipeline view the getting started video?

And thousands more. This level of visibility into the full Flywheel will be impactful for any business that wants to deliver a strong customer experience.

Key Resources

Packaging & Features

Custom Report Builder is available across all Professional and Enterprise Hubs.

How Does It Work?

There are 5 steps to building a report:

  1. Select data sources

  2. Select fields (fields include both object properties and interaction "event" data, like opens, clicks, views)

  3. Filter report (under Filters tab)

  4. Configure report (under Configure tab)

  5. Save or export

customreport

Frequently Asked Questions

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