In this HubSpot tutorial, we will walk you through how to create custom single-object reports in HubSpot.
With a single object report, you can analyze an object, such as contacts, in relation to object properties. For example, you can use a single object report to view a breakdown of contacts by lifecycle stage and annual revenue.
Steps to follow:
Step 1.To create a single object report.
Step 2. In your HubSpot account, navigate to Reports and click reports.
Step 3. In the upper right, click Create report.
Step 4. In the left panel, select Single object.
Step 5. Select the object you want to report on, then click Next.
Step 6. At the top, click your report's name to edit it.
Step 7. In the left panel, click Add object type Property to browse and select the properties you want to report on.
Step 8. After selecting these properties, in the left panel, drag and drop properties to reorder the columns in the table on the right.
Step 9. To remove a property, click the cross.
Step 10. In the upper left, click Filters to segment the records that appear in your report. You must add at least one filter to your report for data to appear.
Step 11. Click Add filter and browse or search for the property you want to use to filter your report, then set the criteria. You can use the AND and OR logic to help filter down the records.
Step 12. Click the Visualization tab to customize the chart for your report.
In the upper right, click Frequency to decide the intervals of time in the report. If you select Weekly, a week in the report starts on Monday.
Step 13. To receive a file with your report's data, click Export in the upper right. In the dialog box, select the File type, and click Export.
Step 14. When you're done with your report, click Save to add it to your list of saved reports.
That’s how you can create custom single-object reports in HubSpot.
________________________________________________________________________
Follow HubSpot Tutorials by webdew: [ Ссылка ]
With webdew's HubSpot account setup tutorials, you will learn about General, Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared on this Youtube channel will make you run through the HubSpot tool effortlessly.
Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business.
To get access to Webdew’s Weekly Newsletter with tips and tricks for using HubSpot, follow the steps below: [ Ссылка ]
1. Go to the Webdew website and find the newsletter sign-up form.
2. Enter your email address in the designated field.
3. Click the “Subscribe” button to submit your subscription request.
4. You should receive a confirmation email shortly after, which will ask you to confirm your subscription. Follow the instructions in the email to complete the process.
Once you’ve successfully subscribed to the newsletter, you’ll receive weekly updates and tips on using HubSpot. Keep an eye on your inbox for the latest information and helpful advice.
Get Started with HubSpot with the Free CRM Sign-up:
[ Ссылка ]
Ещё видео!