# Reporting on company level

**URL:** <https://community.hubspot.com/t/reporting-on-company-level/81187>\
**Category:** Dashboards & Reporting\
**Tags:** professional\
**Created:** [May 15, 2023, 10:15am UTC](https://community.hubspot.com/t/reporting-on-company-level/81187 "2023-05-15T10:15:35Z")\
**Posts on this page:** 6\
**Page:** 1

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**Author:** ![AvonKuhn](https://avatars.discourse-cdn.com/v4/letter/a/3bc359/32.png) [@AvonKuhn](https://community.hubspot.com/u/AvonKuhn)\
**Post date:** [May 15, 2023, 10:15am UTC](https://community.hubspot.com/t/reporting-on-company-level/81187/1 "2023-05-15T10:15:35Z")

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Hi,

Can I create a report that is based on company level rather than contact level and that reports lead source and lifecycle stage?

I have them on contact level but our sales team reports only in company level.

Thanks,

Anna

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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:** [May 15, 2023, 10:48am UTC](https://community.hubspot.com/t/reporting-on-company-level/81187/2 "2023-05-15T10:48:55Z")

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Hi @AvonKuhn,

Yes, this can be achieved by creating a cross-object report: _Menu_ \> _Reports_ \> _Reports_ \> _Create report_ \> _Custom report builder_ \> select _Companies_ and _Contacts_ as data sources.

Can you provide a bit more detail on what exactly this report should visualize? Which chart type are you envisioning, what’s on the x-axis / y-axis or, if it’s a table, what should be the columns and rows?

Best regards

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**Author:** ![AvonKuhn](https://avatars.discourse-cdn.com/v4/letter/a/3bc359/32.png) [@AvonKuhn](https://community.hubspot.com/u/AvonKuhn)\
**Post date:** [May 15, 2023, 10:58am UTC](https://community.hubspot.com/t/reporting-on-company-level/81187/3 "2023-05-15T10:58:46Z")

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Hi Karsten,

Thanks for your quick response as always.

I just need a simple report that shows me number of companies per lifecycle stage.

And another that shows number of companies and their original lead source.

Thank you,

Anna

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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:** [May 15, 2023, 11:10am UTC](https://community.hubspot.com/t/reporting-on-company-level/81187/4 "2023-05-15T11:10:02Z")

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Hi @AvonKuhn,

Both are fields that are usually automatically maintained as company fields: the company _Lifecycle stage_ and the company _Original source_.

Have you tried creating a single object company report? _Menu_ \> _Reports_ \> _Reports_ \> _Create report_ \> _Single object_ \> _Companies_

Under _Filters_, you would specify your date range. Under _Data_, you would add either _Lifecycle stage_ or _Original source_. In the Visualization tab, you would drag and drop either _Lifecycle stage_ or _Original source_ and _Count of companies_ into the _Displaying_ area.

Can you try and let me know if you’re encountering any issues?

Best regards!

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<div class="post-metadata">

**Author:** ![AvonKuhn](https://avatars.discourse-cdn.com/v4/letter/a/3bc359/32.png) [@AvonKuhn](https://community.hubspot.com/u/AvonKuhn)\
**Post date:** [May 15, 2023, 12:02pm UTC](https://community.hubspot.com/t/reporting-on-company-level/81187/5 "2023-05-15T12:02:00Z")

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Brilliant, I managed to create the report based on your guidance. Thank you

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<div class="post-metadata">

**Author:** ![AvonKuhn](https://avatars.discourse-cdn.com/v4/letter/a/3bc359/32.png) [@AvonKuhn](https://community.hubspot.com/u/AvonKuhn)\
**Post date:** [May 15, 2023, 12:08pm UTC](https://community.hubspot.com/t/reporting-on-company-level/81187/6 "2023-05-15T12:08:59Z")

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Hi Karsten,

I need to create another report which could just be a table to report on the below (all on deal level). I tried via the custom report and then select deal level and so on but didn’t get very far. Ideally I also need to report number of products sold per contract.

| Deals | Number of contracts won |
| --- | --- |
| | _Number of products sold_ |
| Deals | Number of new project mentioned |
| | _Number of products sold_ |
| Quotes (only deals) | Number of proposals sent |
| | _Number of products sold_ |
| Deals | Number of proposales requested |
| | _Number of products sold_ |
| Deals | Number of Demo Meetings |
| | _Number of products sold_ |
| Deals | New Project mentioned |
| | _Number of products sold_ |