# reports

**URL:** <https://community.hubspot.com/t/reports/135725>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** reports\
**Created:** [July 6, 2025, 9:38am UTC](https://community.hubspot.com/t/reports/135725 "2025-07-06T09:38:29Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![HSalah](https://avatars.discourse-cdn.com/v4/letter/h/858c86/32.png) [@HSalah](https://community.hubspot.com/u/HSalah)\
**Post date:** [July 6, 2025, 9:38am UTC](https://community.hubspot.com/t/reports/135725/1 "2025-07-06T09:38:29Z")

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Need help in creating this dashboard (number of reports needed, report type, data sources , filter):

1. **Macro Campaign/Channel Analysis Dashboard**
  - YOY Total # of Campaigns by Business Unit (DDH, CMSSP, O142)--\>Budget--\>Campaign--\>Deep-dive metric details below
  - For example, in 2025, Orange 142 had 20 campaigns, valued at $XX, this is the #1 campaign, this is how much it cost (budget), this is how much it generated (closed deal amount) . This is the most popular content that led to a form fill.
  - This includes both content (like O142 blog posts) and events (like POSSIBLE, eTourism Summit and Cannes Lions for example), any marketing campaign we create in HubSpot.

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**Author:** ![TomM2](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tomm2/32/70887_2.png) [@TomM2](https://community.hubspot.com/u/TomM2)\
**Post date:** [July 7, 2025, 10:43am UTC](https://community.hubspot.com/t/reports/135725/2 "2025-07-07T10:43:50Z")

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HEy @HSalah reports aren’t a simple answer and generally can’t be provided in a comment on a community.

Reports can take some back and forth and time to get right. If you’re struggling to build out reports in HubSpot I’d definitely recomend the [building reports in HubSpot academy course](https://academy.hubspot.com/courses/building-custom-reports-in-hubspot).

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**Author:** ![h-recker](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/h-recker/32/24717_2.png) [@h-recker](https://community.hubspot.com/u/h-recker)\
**Post date:** [July 10, 2025, 2:48pm UTC](https://community.hubspot.com/t/reports/135725/3 "2025-07-10T14:48:20Z")

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HubSpot’s reporting tools might struggle to give you everything you’re asking for in one place, especially with YOY comparisons, cross-object views, and deep drill-downs by business unit.

Here’s how we’ve seen this successfully built using [Coefficient, certified on the HubSpot marketplace](https://ecosystem.hubspot.com/marketplace/apps/coefficient):

1. Pull your HubSpot data (Campaigns, Deals, Forms, Content Performance) into Google Sheets or Excel  
2. Build a dynamic dashboard that includes:

- Total # of campaigns by year and business unit
- Campaign-level budget vs. revenue (you can join this with budget data from another source)
- Form fills and top-performing content per campaign
- Filters by BU, channel, year, campaign type (content vs. event, etc.)

You can also leverage the AI Sheets Assistant to help build this with you

3. Set it on a refresh schedule so you don’t need to rebuild it monthly  
4. Share it with stakeholders using normal spreadsheet sharing — no HubSpot access needed OR you can embed your live visuals from your spreadsheet back into a HubSpot dashboard so it’s all side by side in one place. [I made a video for this recently](https://www.linkedin.com/feed/update/urn:li:activity:7305228405547929601/).

This gives you the flexibility to track multi-channel, multi-BU campaigns over time with way more control than HubSpot’s native builder allows.