Multi-account reporting allows you to create custom reports that aggregate data across different HubSpot accounts from within one HubSpot account.
Multi-account reporting allows businesses with multiple HubSpot accounts to view aggregated data across those accounts, enabling them to gain insights into overall performance, identify trends, and make well-informed decisions. This eliminates the need to manually log into separate accounts or export data, saving time and effort for users like marketing executives or operations personnel who need a holistic view of their organization's performance. Additionally, it allows for comparisons between individual accounts, which can be valuable for identifying best practices, areas for improvement, and optimizing resource allocation across different business units or brands.
To get started, navigate to Multi-Account Management in Settings. If you have not already created an organization in Multi-Account Management, you must do so first. Configure which accounts in your organization you would like to use for multi-account reporting.
Once set up, navigate to Reporting to create a custom report. If you are a super admin in every account in your organization, you will see the option to choose which accounts you would like to include in your custom report.
Define your multi-account report and save it.
To use Multi-Account Management, you must have at least one HubSpot account with Marketing Hub Enterprise. You can connect up to four additional HubSpot accounts with any Professional or Enterprise subscription.