# Needed Reports

**URL:** <https://community.hubspot.com/t/needed-reports/137357>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** reports\
**Created:** [August 3, 2025, 8:16am UTC](https://community.hubspot.com/t/needed-reports/137357 "2025-08-03T08:16:07Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![aelrefai](https://avatars.discourse-cdn.com/v4/letter/a/46a35a/32.png) [@aelrefai](https://community.hubspot.com/u/aelrefai)\
**Post date:** [August 3, 2025, 8:16am UTC](https://community.hubspot.com/t/needed-reports/137357/1 "2025-08-03T08:16:07Z")

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I need some one to recommend me default reports that I must create in my portal if there is no reports created before

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**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:** [August 3, 2025, 9:11am UTC](https://community.hubspot.com/t/needed-reports/137357/2 "2025-08-03T09:11:36Z")

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Hi @aelrefai,

Without any specific requirements, I would recommend you start in the report library which comes with 247 reports pre-built: [Use a report from the report library](https://knowledge.hubspot.com/reports/use-a-report-from-the-report-library)

When you create a dashboard, HubSpot will also suggest default reports: [How to Create, Clone, Delete, and Manage Dashboards in HubSpot](https://knowledge.hubspot.com/dashboards/manage-your-dashboards)

Depending on your subscription, you also have access to sales and service analytics:

> **[Create sales reports in the sales analytics suite](https://knowledge.hubspot.com/reports/create-sales-reports-in-the-sales-analytics-suite)**
>
> Learn how to create sales reports using the sales analytics tool.

> **[Create service reports in the service analytics suite](https://knowledge.hubspot.com/reports/create-service-reports-in-the-service-analytics-suite)**
>
> Learn how to measure your service team's success using the service analytics tool.

Should you want to skill up in general, I can recommend this free certification course: [https://academy.hubspot.com/courses/hubspot-reporting](https://academy.hubspot.com/courses/hubspot-reporting)

If you have more specific requirements, please share a bit more context.

Best regards!

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**Author:** ![Jigar\_Thakker](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jigar_thakker/32/63606_2.png) [@Jigar\_Thakker](https://community.hubspot.com/u/Jigar_Thakker)\
**Post date:** [August 3, 2025, 9:13am UTC](https://community.hubspot.com/t/needed-reports/137357/3 "2025-08-03T09:13:15Z")

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Hi @aelrefai,

On top of my head, if there are no reports and there is no specific focus here (Marketing, sales, or service), I would recommend creating simple reports that can be customized further as per the client’s needs.

For Contacts & Companies:

- New - created weekly/monthly.
- Lead conversion by lead status, you can create based on creation date or lead status movement.
- Lifecycle stage funnel, movement from one stage to another.

For Deals:

- New deals created - weekly/monthly/quarterly.
- Deal Stages Bifurcation: How many open deals are in which stage?
- Closed won and lost with the Amount - weekly/monthly.

Activities:

- Form fills.
- Marketing emails activity - you can add the performance of certain campaigns.
- Calls and meetings - weekly - bifurcated by users.
- Tickets created - bifurcated by status.

Users (Team specific):

- Users with assigned leads (contact ownership) and their current status (lifecycle stage/lead status) - week on week or monthly.
- User-specific activities - Calls made, mails sent, meetings conducted.
- Sales team data - Deals created, closed, won/lost, and disqualified - weekly/monthly.

While creating a report, you’ll get tons of premade (template) single object reports, from which you can choose the top ones from each object or activity: [Create custom single object reports](https://knowledge.hubspot.com/reports/create-custom-single-object-reports)

For customized reports: [Create reports with the custom report builder](https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder)

Here’s what HubSpot recommends as simple must-have reports: [6 Simple HubSpot Reports Your Dashboard Needs](https://blog.hubspot.com/customers/6-simple-hubspot-reports-your-dashboard-needs)

If it’s an enterprise plan, get some simple (multi-step) journey reporting: [Create a report with journey analytics](https://knowledge.hubspot.com/reports/create-a-journey-report)

If this helps, feel free to mark it as the solution ✔ and give it an upvote 👍 !