Hi, how do i generate a report where i can see my onhand customers, example 1000 of names, which includes their total spending they had with me?
Hi @JasonKoh,
Which subscription level are you on, free CRM, Starter, Professional or Enterprise?
This type of information can be accessed in the Professional subscriptions, by creating custom reports. I’m not aware of any default reports available in Starter which can achieve this, unfortunately.
If you’re interested in a list of 1,000 customers, HubSpot visualization in a report won’t get you far, anyway, because of the sheer amount of data. Instead, you could consider exporting your deal records and doing your analysis outside of HubSpot.
If you do have access to custom reports, let me know and I’ll walk you through the steps.
Hope this helps!
Hi Karsten,
Thank you for your reply. Im currently on marketing starter kit. I have only just started with Hubspot, so still meddling around with the functions that i can find. i guess i cant use custom reports as it is showing me a locked icon next to it.
Hi @JasonKoh,
Yes, that’s correct if you’re on a Starter subscription. This feature is not included and you’d have to upgrade to Professional to access it. Alternatively, you could export your deal records, as described above.
(Don’t shoot the messenger.)
Best regards!
Hi @karstenkoehler , thank you for your assistance so i am not wasting time looking for that feature. 
Thank you once again!
Hi @karstenkoehler, i am not sure if you have a solution for this. i have tried the method you recommended but i encountered one issue. The data I churned out is randomly missing some names. For example, Deal Name 1234 is supposed to have Mr John’s name but it is not appearing. So i will have a bunch of sales figures which is not tied down to any names.
Hi @JasonKoh,
Which column in your export file are you looking at? If the records you export have associated records, each associated object will have its own columns within the file containing the following headers:
Associated company: Company ID, Name
Associated contact: Contact ID, First name, Last name, Email
Associated deal: Deal ID, Deal name
Could you double check if the records that are missing this information are actually correctly associated in HubSpot?
Best regards