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June 13
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How to Build Reports in HubSpot (without the Reporting Add On)


HubSpot Custom View Video_Trim

If you are using HubSpot without the Reporting Add On, you can create Custom Views for the 4 main record types:

  • Contacts
  • Companies
  • Deals
  • Tickets

You can save and share your Custom View and export the data to excel.


You cannot "blend" data between these record types and you cannot publish the report or add to the dashboard. For this, you'll want to use a Professional License Hub or the Reporting Add On.


With the Reporting tool, you're able to do much more. Reports like these become possible.




dpp dashboard 2