# Creating reports

**URL:** <https://community.hubspot.com/t/creating-reports/98525>\
**Category:** Dashboards & Reporting\
**Tags:** professional\
**Created:** [January 24, 2024, 9:40am UTC](https://community.hubspot.com/t/creating-reports/98525 "2024-01-24T09:40:41Z")\
**Posts on this page:** 5\
**Page:** 1

<div class="post-metadata">

**Author:** ![JSamuel85](https://avatars.discourse-cdn.com/v4/letter/j/b3f665/32.png) [@JSamuel85](https://community.hubspot.com/u/JSamuel85)\
**Post date:** [January 24, 2024, 9:40am UTC](https://community.hubspot.com/t/creating-reports/98525/1 "2024-01-24T09:40:41Z")

</div>

We have a Sales & Marketing Hub Professional subscription.

I am looking to create reports that provide weekly updates of our sales to the Heads of the business. We currently have three deal pipelines that can feed in to this report. I need help with the design of the report as this will be the first I have created.

---

<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 24, 2024, 9:43am UTC](https://community.hubspot.com/t/creating-reports/98525/2 "2024-01-24T09:43:18Z")

</div>

Hi @JSamuel85,

Happy to assist here. What exactly do you want to create a report for, what would you want to visualize? Can you explain in more detail what should be on the x-axis, the y-axis etc? If it should be a table, what should be the rows and columns?

Best regards

---

<div class="post-metadata">

**Author:** ![JSamuel85](https://avatars.discourse-cdn.com/v4/letter/j/b3f665/32.png) [@JSamuel85](https://community.hubspot.com/u/JSamuel85)\
**Post date:** [January 24, 2024, 12:54pm UTC](https://community.hubspot.com/t/creating-reports/98525/3 "2024-01-24T12:54:02Z")

</div>

Hi, thanks for your reply, I just need to find out from the requestor what information they want, s I will be in contact.

---

<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 24, 2024, 12:59pm UTC](https://community.hubspot.com/t/creating-reports/98525/4 "2024-01-24T12:59:01Z")

</div>

Hi @JSamuel85,

Once you do, feel free to share the details here.

Here are some resources to get you started:

> **[Create custom reports](https://knowledge.hubspot.com/reports/create-custom-reports)**
>
> Learn about filtering your dataset within the report builder to create custom reports you can add to any of your dashboards in HubSpot.

> **[Share or export reports and dashboards](https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards)**
>
> Learn about the ways that you can export individual reports and dashboards, including setting up recurring daily, weekly, and monthly emails.

Best regards!

---

<div class="post-metadata">

**Author:** ![Lucila-Andimol](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lucila-andimol/32/69276_2.png) [@Lucila-Andimol](https://community.hubspot.com/u/Lucila-Andimol)\
**Post date:** [January 24, 2024, 11:30am UTC](https://community.hubspot.com/t/creating-reports/98525/5 "2024-01-24T11:30:43Z")

</div>

Hey @JSamuel85

you can create a dashboard and automate the weekly email sending

to the managers.

To build the dashboard you can use the report templates in HubSpot

or you can ask for help here (o even get coaching or guidance for some of the Partner experts)

hope this helps