Simple PDF report combining Deal, Contact and Company details

[Streefland]

Hi!

I have been looking around for a feature or apps on the marketplace, but unable to find hence my question here.

I would like to make a custom view/report that combines data from Deal, Contact and Company details and than export that in PDF so that we can share this (limited) information within our organization.

The PDF is just about one Deal and is text (field) driven, so no graphs.

Thank you in advance for you help.

BJ

[danmoyle · Accepted solution]

Hi @Streefland. Have you used the HubSpot Custom Report builder? You can make Deals your primary data source, and bring in associated Contacts & Companies from there.

Once you're pulling in the data you want, you can keep it as a table (unsummarized table will give you all the data you're wanting to see).

Then you could either email the report to yourself and share it from there. 

Or you could add it to a dashboard as the only report, and email the dashboard "with attachments" as a PDF and there you go, a PDF report. 

That's how I'd do this. Custom Rpoerts are versatile and powerful. If you're interested in seeing a conversation (with examples) with one of the product managers of Custom Reports,  Meaghan Griffith, here it is: New Beta HubSpot Custom Report Builder. Lots of great info in there. 

Hope that helps! 

[LAdam · Accepted solution]

@Streefland 

With Actiondesk you can send your Hubspot data live to a spreadsheet (it works just like Google Sheets) and build the reports you’d like —> they’ll refresh automatically

We support many different data sources (like marketing Ads, databases...) allowing you to create more complete reports!

I can help you directly, DM me 😊

Best,

Louis

[Streefland]

Thank you, I will have a look at ActionDesk

[danmoyle · Accepted solution]

Hi @Streefland. Have you used the HubSpot Custom Report builder? You can make Deals your primary data source, and bring in associated Contacts & Companies from there.

Once you're pulling in the data you want, you can keep it as a table (unsummarized table will give you all the data you're wanting to see).

Then you could either email the report to yourself and share it from there. 

Or you could add it to a dashboard as the only report, and email the dashboard "with attachments" as a PDF and there you go, a PDF report. 

That's how I'd do this. Custom Rpoerts are versatile and powerful. If you're interested in seeing a conversation (with examples) with one of the product managers of Custom Reports,  Meaghan Griffith, here it is: New Beta HubSpot Custom Report Builder. Lots of great info in there. 

Hope that helps! 

[Streefland]

Thank you Dan, I will give it go and let you know if that works and meets my needs.

Cheers

BJ

[kvlschaefer]

Hi @Streefland,

Thanks for reaching out to the Community!

I would like to add some reporting experts to get their input.

Hey, @danmoyle, @Josh, @Bryantworks, @Mike_Eastwood, @Dan1 - Do you have any insight for @Streefland?

Thank you!

Best,

Kristen