Learn to Use the HubSpot Custom Report Builder

[@macuriels]

I've watched several tutorials on HS' Custom Report Builder, and this is by far the best - you explore a lot of the tool's functionalities in a quick and understandable way. Thank you!

[@LexHultquist]

Thank you, so glad it was helpful! Please let me know if there are other tutorials you would like to see.

[@Fitbudgets]

This is gold. The most detailed video about reporting. Thanks.

[@LexHultquist]

I appreciate it Deshawn, thanks for watching!

[@ma8581]

It was way more better than the other tutorials

[@LexHultquist]

Thank you :)

[@fredlebhart1393]

this is exactly what I needed, thank you for making it.

[@LexHultquist]

You're welcome! So glad it was helpful, thanks for watching.

[@HubSpotHacks]

Awesome overview of the custom report builder! 👏

[@LexHultquist]

Thank you, and thanks for watching!

[@ezekielswanson7813]

This was so helpful. Thank you!

[@LexHultquist]

So glad to hear it! Please reach out if there are other tools or tips we can share!

[@carpenterohana]

Hi there... I came for insight on how the "stack order" is determined when I use the 'break down by' feature? I've got 5 categories that get broken apart and I'd like them to be in a certain order on the bar graph.... you answered in 2 minutes. I even chatted with Hubspot about it and they didn't know what I was asking.

[@LexHultquist]

Hi @Kevin Carpenter thanks for watching! Please reach out if you have additional questions about the reporting tool / features.

[@kathanpathak7607]

What tech stack is used for making such reporting tool?

[@LexHultquist]

Hello! This is the custom report builder, a tool that lives inside of HubSpot. I do not know the underlying technology that HubSpot is built on / with.

[@joejoejoejoe5324]

Is there a way to change the position of the bars on the graph? Example I have a bar in the middle and want it at the end on the far right side

[@LexHultquist]

Hi @Michael Todd, thanks for watching! Yes, you can re-order the columns in your graph by selecting the small drop-down caret next to your property, and then changing the options for sort. There are four options: Display order, lable, value, and count of contacts. In addition, you can switch between ascending and descending.

[@aliciakirk2172]

@@LexHultquist Is there a way that I can choose only certain companies that I need for a dashboard? So that I can follow certain group of companies? I have created the dashboard just do not know how to select the companies I need not all of them.

[@LexHultquist]

Hello @Alicia Kirk, thanks for watching! Yes, you can do this a couple of different ways. I would recommend making a list of contacts who belong to the associated companies you want to include in the dashboard. Then on your reports you can set a filter to only include contacts from that list. Taking the step of making a list will let you use it with other reports, instead of setting the criteria each and every time. Hope this helps!

[@JacobAdam-e9f]

do you need any upgraded plan to do this?

[@LexHultquist]

Hello, thanks for watching and for your question! Yes, you need at least one Hub (Marketing, Sales, Service, or Ops) at the Professional level to create custom reports.

[@9eRw1n]

This is a great video and I subscribed. We’re just a few in our company as we outsource most of it. We have a marketing starter. I need to calculate our total sales for the year by month in a report. Is there a work around for this? Could I use the “revenue” object that HubSpot creates in my contact and then total the revenue in a report? We were using SalesForce and it was so easy to make a custom report and we only paid $200/yr We can’t justify $800/mo for just the two of us

[@LexHultquist]

Thanks for watching, and great question! Here is a video of how to make a revenue report using the free report templates in HubSpot - kzbin.info/www/bejne/rnfNf5uQe8iNhtE