Report on Line Item

Marketing & Content Hub Reporting & Analytics
1

Hi HubSpot Community,

Could you please guide me on how to create a report on how many deals we have with a particular line item? Also, export a list of these deals.

2

Hey @SvitlanaP, Happy Monday!

You can start by creating a report and selecting “Deals” as your report type, since you want to track deals.

In the report builder, you’ll want to add a filter to specify deals with a particular line item. You can do this by adding a filter for “Line Item” and then specifying the line item you’re interested in.

I hope this information helps.

Pam

3

Hi Pam,

Thanks for your help.

I’m very new to this system so it’s still very confusing to me. Are you able to guide me on the steps I need to follow or maybe send a link to a video or instructions on how to do it.

Thanking you in advance.

Regards,

Svitlana