To add these fields, simply go to the search bar on the left panel. Then, click on the “Browse” dropdown menu or the “Filter Fields” icon to select the data source with the field you want to add. To add it, simply drag it from phone lookup mexico the left side to the right.
Create reports in Hubspot step by step
3. Customize report filters
To be even more specific and further customize your reports, you can click on the “Filters” tab and set up other rules by clicking on the “Filter Rules” section , then selecting the option you want. To continue, you can add conditions to your filter fields.
4. Choose the type of visualization you want for your report
Finally, choose the type of chart you want to display the analysis in on the “Setup” tab . We suggest you select the “Smart Chart” option if you don’t know whic
h option is best for the type of information you selected. With this option, HubSpot will suggest the alternative it considers most appropriate. This “Smart Chart” option is displayed as a button with a “magic wand.” Once chosen, the tool will show you the best option highlighted in blue.
5th. Save your report
Once you have your report ready, you can click on the “Save” option in the upper right corner. And if you want to save it as a copy, you can select the “Save as” option. The “Export” option will also appear in case you want to download it and save it locally.
The best thing about it is that each of the reports you generate in the tool is automatically updated every two hours with new data. Although you can also update it yourself manually every 15 minutes in the “Actions” section .