Page Comparison

In your HubSpot account, navigate to Reporting > Reports.

In the left panel, click Contacts.

Use the Date range dropdown menu to filter the data, based on the contact Create Date value, to a specific time range.

• If you select a rolling date range, the data set will exclude the current day.

• A week in the report starts on Sunday by default, when the date range selected consists of a week, or when the frequency is set to Weekly.

On the right, click Export to export the data.

• In the dialog box, enter the Name of your file and click the File format dropdown menu to select a format. Click Export.

• The export file will be sent to your email address and can be downloaded in your notification center, accessed by clicking the notification icon in the top right.

To save the chart as a report in your reports list, click Save as report on the right.

• In the dialog box, enter the Report name.

• To add the report to a dashboard, click the Add to dashboard dropdown menu and select if you want to add it to an existing dashboard or create a new custom dashboard.

  • If you select Existing dashboard, click the Select existing dashboard dropdown menu and select the dashboard to add the report to.

  • If you select New custom dashboard, enter the Custom dashboard name and click the Visibility dropdown menu to select if the dashboard should be shared, shared but read only to others, or private to your own user.

Click Save & add.

Click the List or saved filter dropdown menu to select a list or saved filter to limit the contact data to.