Easy Tech TutsHow to Generate a Report in HubSpot CRM Easily 2026
By Impran M N
HubSpot's custom report builder lets you turn raw CRM data into charts without needing a separate analytics tool. This guide covers picking your data object, whether that's Contacts, Deals, or Companies, and dragging the right properties onto your chart axes. It finishes with saving the report and adding it to a shared dashboard for ongoing tracking.
01Open the Reports workspace
Go to Reporting in HubSpot and click into the main Reports directory.
02Start a custom report
Click Create Report and choose the custom report builder instead of a pre-built template.
03Pick your data object
Select your target data structure, such as Contacts, Companies, or Deals, from the sidebar.
04Assign properties to your axes
Drag your chosen property fields onto the X and Y axis configurations.
05Choose a chart type
Switch between bar, line, pie, or table layouts depending on how you want to visualize the data.
06Set filters and save
Configure rolling date filters and criteria rules, then save the report and assign it to a dashboard.
Frequently asked questions
Can I build a report from multiple data objects?
HubSpot supports single-object and cross-object report building, depending on what your plan and data setup allow.
What chart types are available in HubSpot reports?
You can choose from bar graphs, line charts, pie charts, or structured data tables.
Can I add a rolling date range to my report?
Yes, the report builder supports sliding date ranges alongside specific criteria rule blocks.
How do I get a report onto my dashboard?
After saving your report, you can assign it directly to an active dashboard from the save dialog.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
