# Help!! Report by lead type **URL:** \ **Category:** Dashboards & Reporting\ **Tags:** reports\ **Created:** [February 26, 2025, 5:04pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937 "2025-02-26T17:04:16Z")\ **Posts on this page:** 12\ **Page:** 1
**Author:** ![USotomayor](https://avatars.discourse-cdn.com/v4/letter/u/c4cdca/32.png) [@USotomayor](https://community.hubspot.com/u/USotomayor)\ **Post date:** [February 26, 2025, 5:04pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/1 "2025-02-26T17:04:16Z")
Not actual leads, I am working with contacts. I have three lead types, “membership” “bt” and “events” I want to know how many of them are, if they are engaged, the number of conversions. How can I go about this? total newbie. Thanks! ---
**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:** [February 26, 2025, 6:03pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/2 "2025-02-26T18:03:58Z")
Hi @USotomayor, If you’re completely new to this, I’d recommend reviewing the documentation first: - [Create custom reports](https://knowledge.hubspot.com/reports/create-custom-reports) (you want to focus on single object and funnel reports here) - [https://academy.hubspot.com/courses/hubspot-reporting](https://academy.hubspot.com/courses/hubspot-reporting) Generally, the approach would be as follows: 1. Create a single object contact report 2. Make sure your date filters are for all time 3. Drag and drop ‘Count of contacts’ and your lead type property into the visualization 4. Choose a suitable chart type Have a look at the documentation and these steps and let me know where / if you’re getting stuck. Best regards! ---
**Author:** ![USotomayor](https://avatars.discourse-cdn.com/v4/letter/u/c4cdca/32.png) [@USotomayor](https://community.hubspot.com/u/USotomayor)\ **Post date:** [February 26, 2025, 6:55pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/3 "2025-02-26T18:55:44Z")
Hey Karsten, Thanks for the reply, we have three lead types, but are not actually using leads on hubspot, we have “membership” bt" and “events” I created a dashboard for each one of these, and used the “list membership” property, but Im afraid everytime I get leads and want to run these reports I have to go back and add every lead list to every report Is there a simpler way to do this? ---
**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:** [February 26, 2025, 6:56pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/4 "2025-02-26T18:56:58Z")
@USotomayor there’s no need to use lists here – have you tried to follow the instructions from my previous reply? ---
**Author:** ![USotomayor](https://avatars.discourse-cdn.com/v4/letter/u/c4cdca/32.png) [@USotomayor](https://community.hubspot.com/u/USotomayor)\ **Post date:** [February 26, 2025, 7:15pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/5 "2025-02-26T19:15:51Z")
I did! But we are not using leads only contacts and putting them in lists. The other problem with this method is I’d have to go back and add every new list to every report every time. ---
**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:** [February 26, 2025, 7:18pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/6 "2025-02-26T19:18:22Z")
@USotomayor can you please go back and read my replies carefully? Neither did I suggest working or reporting on the lead object, nor did I mention list membership. ---
**Author:** ![USotomayor](https://avatars.discourse-cdn.com/v4/letter/u/c4cdca/32.png) [@USotomayor](https://community.hubspot.com/u/USotomayor)\ **Post date:** [February 26, 2025, 7:40pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/7 "2025-02-26T19:40:21Z")
Sorry Karsten, this is all new to me. " Generally, the approach would be as follows: 1. Create a single object contact report 2. Make sure your date filters are for all time 3. Drag and drop ‘Count of contacts’ and your lead type property into the visualization 4. Choose a suitable chart type" what would be my “Lead type property”? Basically I get leads every week and I import those into my lists. Some are for membership some for a course, they do not share any property that I know of in hubspot. Thanks again for your time and effort! ---
**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:** [February 26, 2025, 7:43pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/8 "2025-02-26T19:43:30Z")
@USotomayor did you spend a moment to review the knowledge base articles I shared? I’m happy to provide help with specific steps but please take a moment to actually look into the resources. > * * * > > @USotomayor wrote > > what would be my “Lead type property”? > > * * * If you do not have this yet, you would have to create one and start maintaining yet. It sounded like you had a property already to categorize your contacts? [Create and edit properties](https://knowledge.hubspot.com/properties/create-and-edit-properties) ---
**Author:** ![USotomayor](https://avatars.discourse-cdn.com/v4/letter/u/c4cdca/32.png) [@USotomayor](https://community.hubspot.com/u/USotomayor)\ **Post date:** [February 26, 2025, 8:38pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/9 "2025-02-26T20:38:12Z")
This was super helpful. I created the property and assigned it to some contacts. I created a single object report with no problem at all. But I wanted to have count of calls, meetings and sales emails. I tried to create a custom one using “contacts” (the property is in contact information) and “activities” but my custom property doesn’t show up. Thanks again Karsten, you’re the best. ---
**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:** [February 27, 2025, 5:03am UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/10 "2025-02-27T05:03:29Z")
@USotomayor for calls, emails, meetings, you would create a custom report and add data sources for contacts and activities: [Create reports with the custom report builder](https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder) Under activities, you’ll find ‘Activity type’ which you can use to specify call, email, meeting. ---
**Author:** ![USotomayor](https://avatars.discourse-cdn.com/v4/letter/u/c4cdca/32.png) [@USotomayor](https://community.hubspot.com/u/USotomayor)\ **Post date:** [February 26, 2025, 7:44pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/11 "2025-02-26T19:44:24Z")
Is there any way I can maybe import these leads with a custom property or apply it to them and then make the report use that? ---
**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:** [February 26, 2025, 7:48pm UTC](https://community.hubspot.com/t/help-report-by-lead-type/126937/12 "2025-02-26T19:48:14Z")
@USotomayor yes, you would first create that property (see the link I shared), then you could either bulk update these records or import a file that has your lead type for each contact: [Bulk edit records](https://knowledge.hubspot.com/records/bulk-edit-records)