Reporting capabilities on Documents

Status: Alternative Solution

Status history

Hi All,

I’m Ryan, the PM for HubSpot’s sales document tool.

At this time, we still don’t offer documents as a data source for custom reports.

However, there are two documents report templates that can partially help solve for this in the meantime. You can navigate to these templates through Reporting > Reports > Create report > Template report library > Enter “documents” in Data sources dropdown.

We will be sure to update this post when additional reporting capabilities are available.

Sincerely,
Ryan