HubSpot's guided report creation experience now provides a dedicated space to build custom reports either from templates or using one of six report builders.
Data-driven decisions are essential for your business strategy, but creating reports in HubSpot hasn't always been straightforward. Previously, it wasn't clear what templates were available or which report builder best fit your needs. Trial and error was costly because you had to start over if the wrong option was selected.
Now you have a clearer path to insights. The new experience organizes templates by business area and data type, while providing guided setup for HubSpot's six report builders. The custom report builder specifically offers more guidance whether you're building from pre-built datasets (Operations Hub Enterprise) or selecting from data sources.
Navigate to Reports > Create Report. You'll see all report building options on the left, with custom report builder selected by default. The right panel shows details about each option.
For templates, select template report library under Start with help to access 150+ templates organized by business area and data type. Search by keywords or filter by data source.
For custom reports, select custom report builder and choose your data source method:
Click Next to enter the report builder with your data sources ready.
Alternatively, you can use an existing dataset by clicking the Start with a dataset option.
Content Professional, Content Enterprise, Professional Customer Platform, Enterprise Customer Platform, Marketing Professional, Marketing Enterprise, Operations Professional, Operations Enterprise, Sales Professional, Sales Enterprise, Service Professional, Service Enterprise