If you’ve ever felt overwhelmed by data or thought, “I’m not technical enough to build reports,” you’re not alone. The good news? HubSpot makes it surprisingly easy for anyone to build custom reports, extract valuable insights, and drive smarter marketing decisions, no coding or analytics background required!
Why Build Custom Reports?
Custom reports help you:
- Track what’s working (and what’s not!) across all your marketing activities.
- Spot trends so you can double down on successful tactics.
- Make informed decisions for future campaigns (with real data, not just gut feeling).
Here’s how you can get started with reporting in HubSpot:
- Start with HubSpot’s Marketing Analytics Tools
Head to the navigation bar where it says, Reporting > Reports > on the left you will see Analytics suites > Marketing Analytics. You can customize these reports if you want to see something specific, and then add reports to your dashboards for easy access.
HubSpot Academy Training: HubSpot for Marketing Analytics
- Use Pre-Built Templates to Save Time
HubSpot offers a Library of Standard Reports, think of these as ready-to-go blueprints. Go to Reporting > Reports > Create report > Report library and browse the “Marketing” section.
You can:
- Track form submissions
- Monitor email performance
- Measure traffic sources
Pick a template to see instant charts, no techie skills needed!
HubSpot Knowledge Base: Use a report from the report library
- Build Your Own Custom Report (You can do it!)
If you can’t find the report you need in HubSpot, you can create a custom report! You can choose a single object (like Contacts) or combine multiple objects or events (like landing pages and deals). After selecting what you want to report on, use filters to narrow the data, and pick a visualization type (bar chart, pie chart, table, etc.) to see your results.
Let’s break this down even more!
Data Sources: Choose what info you want (like Contacts, Deals, Website pages).
Default Measures: Basic numbers (like count of contacts, count of website pages).
Top Properties: Common fields, like when something was created.
Filters: Narrow down to see only the data you want.
Visualization Icons: Pick how your data looks (chart, table, etc.).
X-Axis/Y-Axis: Set labels for your chart’s sides.
Break Down By: Group the data into categories.
Compare By: Compare different groups side by side.
Fields: Pick the details to show.
HubSpot Academy Training: Build Custom Reports in HubSpot
- Make Reports Your Home Base
Pin your favorite reports to your HubSpot dashboard for daily/weekly check-ins.
Share dashboards with your team so everyone stays data-driven.
Conclusion:
So, to wrap up, the biggest takeaway here is that you don’t need to be a data analyst to get the insights you need. HubSpot has a ton of built-in tools, from the Marketing Analytics Suite to the Report Library, that make it easy to start.
And for those unique questions, the Custom Report Builder is a lot more approachable than it seems. I’m confident that by using these tools, you’ll be able to quickly see what’s working and use that data to make smarter decisions.
My goal is to make sure you feel empowered and confident doing this. As you start exploring, please don’t hesitate to reach out with any questions. I’m here to help you get the most out of it.
Additional Resources:
Knowledge Base: Create Custom Reports
Knowledge Base: Create reports with the custom report builder
Knowledge Base: Use marketing reports in the marketing analytics suite