🔗 HubSpot KB Bridge: Understand the custom report builder
💡 Core Capability
When creating a report in the custom report builder, you’ll need to decide which data sources to select, how to configure your report fields, and how to configure your chart settings.
🛠️ Key Operations & Headings Outline
- Data sources
- Data join summary
- Connecting multiple data sources
- Understanding your data
- Fields
- Rollup fields
- Chart visualizations
- Chart axes
- Multiple Y-axes
- Compare by
- “Too many data points requested” error troubleshooting
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
- Content Hub Professional, Enterprise
- Revenue Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot