📚 HubSpot Reporting & Dashboards Knowledge Base Index
This document lists all official English-language HubSpot Knowledge Base articles regarding Reporting & Dashboards. It serves as a lightweight semantic map for our local search and Vertex AI RAG indexes. All step-by-step click streams remain upstream on HubSpot’s live server.
📋 Reference Manuals
- Add conditional formatting to tables in reporting
- Add custom and cross object reports to crm records
- Analyze and manage your legacy events
- Analyze your sales content with the sales content analytics tool
- Analyze your site traffic with the traffic analytics tool
- Compare date ranges in the custom report builder
- Configure buyer intent
- Configure research intent
- Create a forecast to view multiple outcomes
- Create a goal template
- Create a journey report
- Create a property change event
- Create ad goals
- Create and monitor goals
- Create attribution reports
- Create custom analytics views
- Create custom events
- Create custom funnel reports
- Create custom goals
- Create custom reports
- Create custom single object reports
- Create formula fields in the custom report builder
- Create goal progress reports
- Create goal reports in the custom report builder
- Create new custom funnel reports
- Create reports in the commerce analytics suite
- Create reports using ai
- Create reports with the custom report builder
- Create sales goals
- Create sales reports in the sales analytics suite
- Create service reports in the service analytics suite
- Customer journey report steps and filters
- Customize your dashboards
- Data collected by the hubspot tracking code
- Differences between funnel reports types
- Drill down into dashboard reports
- Edit report filters
- Email or export reports and dashboards
- Embed external content on a dashboard
- Exclude traffic from your site analytics
- How do i know if my hubspot tracking code is working
- How do i report on revenue in hubspot
- How often do analytics in hubspot update
- Improve forecasting with ai projections
- Install the hubspot tracking code
- Interact with reports in the report viewer
- Manage reports in your reports list
- Manage your dashboards
- Query hubspot data in snowflake
- Receive a weekly data quality digest
- Report on goals
- Report on tracked terms in call transcripts
- Select interaction types for your attribution reports
- Set up goal permissions
- Set up markets
- Set up sources tracking
- Set up the forecast tool
- Track google ads in hubspot without the ads tool
- Track recurring revenue with revenue analytics
- Track the accuracy of forecasts
- Traffic analytics faq
- Traffic considerations when hosting your site on hubspot
- Understand attribution reporting
- Understand communication subscription events in the custom report builder
- Understand different chart styles in your hubspot reports
- Understand goals
- Understand hubspots traffic sources in the traffic analytics tool
- Understand the custom report builder
- Use a report from the report library
- Use buyer intent
- Use dashboard filters
- Use dashboards in the mobile app
- Use intent signals
- Use marketing reports in the marketing analytics suite
- Use research intent
- Use the drag and drop collaboration sidebar with emails
- Use the forecast tool
- Use the updated report viewer and dashboards
- View ai assisted insights for reports
- View and manage your goals
- Why are tracking url sessions not appearing in the sources report
- Why do hubspot and google analytics not match
- Why do i have more direct traffic than expected
- Why is a page showing an error in the page performance tool
- Why is hubspot crawling my website