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HubSpot Reporting: Speed up report creation with a Master Report

In this Hack I'll show you a quicker way to create reports in HubSpot's report builder

Say you have to create a selection of new reports - in my example, deals by original source and deals by owner, but it could be anything that you want to report on. To speed things up, you can create a 'Master Report Template' and use the 'Save as new report' feature to create multiple reports without leaving the report builder at all. This means you can guarantee consistency across those reports (as you can be confident you're using the same filters) and it saves you time.

Watch my view walkthrough here

meet the team - Chris

Author: Chris Grant

HubSpot Platform Consultant