---
title: How to Create HubSpot Custom Reports and Dashboards
description: Learn how to create hubspot custom reports and dashboards. Step-by-step guide with screenshots.
image: https://www.thequantumleap.business/hubfs/blog-heroes/208919548527.jpg
---

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HubSpot How-To

# How to Create HubSpot Custom Reports and Dashboards

![Shawn Peterson](https://app.hubspot.com/settings/avatar/302c8f1c89d02ca246cde4013c3cac15) Shawn Peterson·Mar 8, 2026, 1:22:00 PM 

![](https://www.thequantumleap.business/hubfs/blog-heroes/208919548527.jpg)

## How to Create HubSpot Custom Reports and Dashboards

By Technical Operations Team • Source: HubSpot Knowledge Base

Data is the lifeblood of any successful growth strategy. While HubSpot provides a robust set of standard reporting templates, your business unique processes often require a more tailored view. Custom reporting in HubSpot allows you to slice and dice your CRM data, from contact interactions to complex revenue attribution, providing the clarity needed to make informed decisions. Whether you are tracking a specific sales pipeline or measuring the ROI of your latest marketing campaign, mastering the custom report builder is a prerequisite for advanced [HubSpot administration](https://www.thequantumleap.business/blog/hubspot-admin-complete-guide-crm-administration).

## ✅ Key Takeaways

- Custom reports offer deeper flexibility than standard templates for analyzing objects and activities.
- Users must have "Create/own" and "Edit" report permissions to build custom visualizations.
- Report types range from single-object analysis to complex multi-touch attribution models.
- Custom reports can be pinned to dashboards, added to lists, or exported for external use.
- Subscription levels (Professional vs. Enterprise) dictate the complexity and volume of reports available.

1

## Check Permissions and Subscription Limits

Before diving into the report builder, ensure your user profile has the necessary permissions. In HubSpot, reporting access is granular. You will need **Create/own** and **Edit** permissions under the Reports tab in your user settings. Additionally, keep in mind that the number of custom reports you can create is capped based on your HubSpot tier (Marketing, Sales, Service, or Operations Hub Professional or Enterprise).

**Pro Tip:** If you are hitting your report limit, consider auditing your existing dashboards. Frequently, "zombie" reports that no one views are taking up valuable slots in your account.

2

## Select Your Custom Report Type

HubSpot categorizes custom reports into several distinct frameworks. Navigating to **Reporting \> Reports \> Create custom report** will present you with several options:

- **Single Object:** Best for looking at one data type (e.g., just Contacts or just Deals).
- **Funnel:** Ideal for measuring conversion rates between lifecycle stages or deal stages.
- **Custom Report Builder:** The most powerful tool, allowing you to link multiple data sources (e.g., how many Marketing Emails a Contact clicked before a Deal was created).
- **Attribution:** Specifically for Enterprise users to understand which assets (blogs, ads, emails) actually drove revenue or lead creation.

3

## Configure Data Sources and Properties

Once you select a report type, for instance, the Custom Report Builder, you must choose your primary data source. This acts as the anchor for your report. If you want to see how many tickets are associated with your high-value companies, "Companies" might be your primary object, with "Tickets" as a joined data source.

After choosing sources, you will move to the "Fields" tab. Here, you drag and drop the specific properties you want to measure (like *Deal Amount*, *Create Date*, or *Contact Owner*) into the configuration sidebar.

4

## Visualize and Filter Your Results

HubSpot provides various visualization styles: bar charts, line graphs, pie charts, and summary tables. Choose the one that best answers your core question. For example, a line graph is best for "Time Series" data (revenue over time), while a pie chart is better for "Market Share" (deals by owner).

Don’t forget filters! Use the filter sidebar to refine your data. You might want to filter out "Internal" contacts or only look at deals closed in the "Current Fiscal Quarter."

![New to HubSpot? Use these guides to get started.](https://www.thequantumleap.business/hubfs/Blog%20Images%20AI/how-to-create-hubspot-custom-reports-and-dashboards-inline-1772987343670.jpg)

HubSpot provides helpful guides and resources within the reporting interface for those new to the platform.

5

## Save and Add to Dashboards

Once you are satisfied with the visualization, click **Save** in the top right corner. HubSpot will prompt you to name the report and choose where to save it. You can save it to your general reports list, or directly to a new or existing dashboard. Dashboards allow you to group related reports together (e.g., a "Executive Overview" or "Sales Rep Activity" dashboard) for easy regular monitoring.

## ❓ Frequently Asked Questions

### What is the difference between a single object and multi-object report?

A single object report focuses on one data type (like just Deals). A multi-object report (created via the Custom Report Builder) allows you to see relationships between different types, like which Marketing Campaigns led to specific Sales Deals.

### Can I export my custom reports?

Yes, you can export custom reports as CSV, Excel, or PDF files. You can even schedule these exports to be sent to your email on a recurring basis.

### Who can see the custom reports I create?

During the save process, you can set the visibility to "Private," "Everyone," or "Specific users and teams." This ensures sensitive data remains in the right hands.

No call required

Tell us what is not working in your portal

Describe the problem in a line or two and we will reply with an honest read on what is causing it and what we would fix first. If the answer is that you do not need us, we will say that.

Keep reading

### [![How to Build AI Agents for Your Business Without Losing Control](https://www.thequantumleap.business/hubfs/blog-images/agent-standard-featured.png) Sep 27, 2026, 12:40:14 PM How to Build AI Agents for Your Business Without Losing Control](https://www.thequantumleap.business/resources/how-to-build-ai-agents-for-business-without-losing-control)

### [May 26, 2026, 2:53:43 PM Email Deliverability for Sales Reps](https://www.thequantumleap.business/resources/email-deliverability-for-sales-reps)

### [![What is Account-Based Marketing (ABM) and How Does It Work with HubSpot? The Ultimate Guide](https://www.thequantumleap.business/hubfs/blog-heroes/208917728687.jpg) Mar 8, 2026, 1:22:10 PM What is Account-Based Marketing (ABM) and How Does It Work with HubSpot? The Ultimate Guide](https://www.thequantumleap.business/resources/account-based-marketing-abm-hubspot-guide-3)

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        },
        "description" : "AI SDRs and support, Claude and OpenAI integrations, custom builds and workflow automation.",
        "name" : "AI Solutions",
        "provider" : {
          "@id" : "https://www.thequantumleap.business/#organization"
        },
        "url" : "https://www.thequantumleap.business/ai-solutions"
      }
    }, {
      "@type" : "Offer",
      "itemOffered" : {
        "@type" : "Service",
        "areaServed" : {
          "@type" : "Country",
          "name" : "United States"
        },
        "description" : "Finds buying signals and hidden opportunities inside a dealer's own data.",
        "name" : "AI Lead Finder",
        "provider" : {
          "@id" : "https://www.thequantumleap.business/#organization"
        },
        "url" : "https://www.thequantumleap.business/ai-lead-finder"
      }
    }, {
      "@type" : "Offer",
      "itemOffered" : {
        "@type" : "Service",
        "areaServed" : {
          "@type" : "Country",
          "name" : "United States"
        },
        "description" : "Inbound marketing, content, SEO and AEO, and paid media.",
        "name" : "Marketing Services",
        "provider" : {
          "@id" : "https://www.thequantumleap.business/#organization"
        },
        "url" : "https://www.thequantumleap.business/marketing-services"
      }
    }, {
      "@type" : "Offer",
      "itemOffered" : {
        "@type" : "Service",
        "areaServed" : {
          "@type" : "Country",
          "name" : "United States"
        },
        "description" : "Search and answer-engine optimization for B2B companies.",
        "name" : "SEO and AEO Services",
        "provider" : {
          "@id" : "https://www.thequantumleap.business/#organization"
        },
        "url" : "https://www.thequantumleap.business/seo-aeo-services"
      }
    }, {
      "@type" : "Offer",
      "itemOffered" : {
        "@type" : "Service",
        "areaServed" : {
          "@type" : "Country",
          "name" : "United States"
        },
        "description" : "B2B websites on HubSpot CMS built to convert.",
        "name" : "Website Design",
        "provider" : {
          "@id" : "https://www.thequantumleap.business/#organization"
        },
        "url" : "https://www.thequantumleap.business/website-services"
      }
    }, {
      "@type" : "Offer",
      "itemOffered" : {
        "@type" : "Service",
        "areaServed" : {
          "@type" : "Country",
          "name" : "United States"
        },
        "description" : "Fractional revenue leadership for companies not ready for a full-time hire.",
        "name" : "Fractional Leadership",
        "provider" : {
          "@id" : "https://www.thequantumleap.business/#organization"
        },
        "url" : "https://www.thequantumleap.business/fractional-leadership"
      }
    } ],
    "name" : "Quantum Business Solutions services"
  },
  "knowsAbout" : [ "HubSpot CRM", "Revenue Operations", "Sales Acceleration", "AI for B2B Sales", "ConnectAndSell", "ZoomInfo", "Sales Enablement", "Pipeline Management", "Lead Scoring", "CRM Data Hygiene", "HubSpot Onboarding", "HubSpot Implementation", "Office Technology Dealers", "Managed Service Providers" ],
  "logo" : {
    "@type" : "ImageObject",
    "url" : "https://www.thequantumleap.business/hubfs/Quantum%20Business%20Solutions%20Logo.png"
  },
  "name" : "Quantum Business Solutions",
  "review" : [ {
    "@type" : "Review",
    "author" : {
      "@type" : "Person",
      "name" : "Christino, J."
    },
    "datePublished" : "2026-09-11",
    "name" : "These guys know their stuff",
    "publisher" : {
      "@type" : "Organization",
      "name" : "HubSpot Solutions Directory"
    },
    "reviewBody" : "We're still pretty early in our work with Quantum, but this is definitely going to be the right move for us. Marko has already helped us untangle a difficult syncing issue between HubSpot and Agent Dealer. Their handle on CRMs and AI integration is impressive.",
    "reviewRating" : {
      "@type" : "Rating",
      "bestRating" : "5",
      "ratingValue" : "5",
      "worstRating" : "1"
    },
    "url" : "https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions"
  }, {
    "@type" : "Review",
    "author" : {
      "@type" : "Person",
      "name" : "Otoka, S."
    },
    "datePublished" : "2026-08-10",
    "name" : "A Trusted Partner in Our CRM Transformation",
    "publisher" : {
      "@type" : "Organization",
      "name" : "HubSpot Solutions Directory"
    },
    "reviewBody" : "Working with Quantum Business Solutions has been one of the best decisions we've made during our CRM migration. They bring deep expertise, excellent communication, and a genuine commitment to helping their clients succeed.",
    "reviewRating" : {
      "@type" : "Rating",
      "bestRating" : "5",
      "ratingValue" : "5",
      "worstRating" : "1"
    },
    "url" : "https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions"
  }, {
    "@type" : "Review",
    "author" : {
      "@type" : "Person",
      "name" : "Blatchford, J."
    },
    "datePublished" : "2023-08-17",
    "name" : "Quantum has introduced AI to Image 2000 so we can further enhance and improve our marketing.",
    "publisher" : {
      "@type" : "Organization",
      "name" : "HubSpot Solutions Directory"
    },
    "reviewBody" : "Our experience has been wonderful. Quantum is a well-run company from top to bottom. They are very detailed and organized when it comes to keeping us on track. They are willing to help on any level of marketing and training. A pleasure to work with.",
    "reviewRating" : {
      "@type" : "Rating",
      "bestRating" : "5",
      "ratingValue" : "5",
      "worstRating" : "1"
    },
    "url" : "https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions"
  } ],
  "sameAs" : [ "https://www.linkedin.com/company/quantum-business-solutions", "https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions" ],
  "serviceArea" : {
    "@type" : "Country",
    "name" : "United States"
  },
  "telephone" : "+1-712-389-4639",
  "url" : "https://www.thequantumleap.business"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.thequantumleap.business/#website",
  "@type" : "WebSite",
  "inLanguage" : "en-US",
  "name" : "Quantum Business Solutions",
  "potentialAction" : {
    "@type" : "SearchAction",
    "query-input" : "required name=search_term_string",
    "target" : "https://www.thequantumleap.business/search?q={search_term_string}"
  },
  "publisher" : {
    "@id" : "https://www.thequantumleap.business/#organization"
  },
  "url" : "https://www.thequantumleap.business"
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "BreadcrumbList",
  "itemListElement" : [ {
    "@type" : "ListItem",
    "item" : "https://www.thequantumleap.business/",
    "name" : "Home",
    "position" : 1
  }, {
    "@type" : "ListItem",
    "item" : "https://www.thequantumleap.business/resources",
    "name" : "Resources",
    "position" : 2
  }, {
    "@type" : "ListItem",
    "item" : "https://www.thequantumleap.business/resources/how-to-create-hubspot-custom-reports-and-dashboards-1772987344570",
    "name" : "How To Create HubSpot Custom Reports And Dashboards 1772987344570",
    "position" : 3
  } ]
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "HowTo",
  "name" : "How to Create HubSpot Custom Reports and Dashboards",
  "step" : [ {
    "@type" : "HowToStep",
    "name" : "Check Permissions and Subscription Limits",
    "text" : "Ensure you have 'Create/own' and 'Edit' report permissions and check your account limits."
  }, {
    "@type" : "HowToStep",
    "name" : "Select Your Custom Report Type",
    "text" : "Navigate to Reporting > Reports and choose between Single Object, Funnel, Custom Report Builder, or Attribution."
  }, {
    "@type" : "HowToStep",
    "name" : "Configure Data Sources and Properties",
    "text" : "Choose your primary and secondary data objects and drag properties into the measurement fields."
  }, {
    "@type" : "HowToStep",
    "name" : "Visualize and Filter Your Results",
    "text" : "Select a chart type and apply filters to narrow down the data to specific timeframes or owners."
  }, {
    "@type" : "HowToStep",
    "name" : "Save and Add to Dashboards",
    "text" : "Save the report and pin it to a dashboard for centralized viewing."
  } ]
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "FAQPage",
  "mainEntity" : [ {
    "@type" : "Question",
    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "A single object report focuses on one data type (like just Deals). A multi-object report allows you to see relationships between different types, like which Marketing Campaigns led to specific Sales Deals."
    },
    "name" : "What is the difference between a single object and multi-object report?"
  }, {
    "@type" : "Question",
    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "Yes, you can export custom reports as CSV, Excel, or PDF files, and even schedule these exports to be sent via email."
    },
    "name" : "Can I export my custom reports?"
  } ]
}
```