How to Edit Report Filters in Hubspot for Accurate Reporting

Using filters correctly in Hubspot reports is essential if you want accurate metrics, cleaner dashboards, and reliable insights for your sales, marketing, and service teams.

This step-by-step guide explains how to edit report filters, use filter groups, and adjust chart-specific settings so you can confidently refine every report.

Understanding Hubspot report filter basics

Before changing any settings, it helps to know how report filters work and where they live in the reporting interface.

In most single-object, cross-object, and funnel reports, the filter controls appear above or next to the chart. They determine which records are included, based on properties like date, owner, lifecycle stage, or pipeline.

Key elements of the Hubspot report editor

• Filters section: where you add, edit, group, and remove conditions.
• Date range selector: restricts data by specific periods such as this month, last quarter, or a custom range.
• Chart options: some report types include extra chart filters or display settings.
• Save controls: let you save filter changes to the report or as a new report.

How to access report filters in Hubspot

To get started, open the report you want to adjust and locate the filter section in the report editor.

1. In your account, navigate to Reports > Reports or open a dashboard and click the report you want to edit.
2. Select Edit to open the report editor.
3. Find the Filters area, usually on the left-hand side or at the top of the editor.

Once the editor is open, you are ready to add or change conditions that refine your data.

Editing single filters in a Hubspot report

Most reports will start with default filters, such as a date property or record status. You can update these filters to match your reporting goals.

1. Hover over the filter you want to change.
2. Click the filter row to open the configuration panel.
3. Choose a different property if needed, such as Deal stage, Contact owner, or Ticket status.
4. Select an operator, for example is any of, is none of, is after, or is unknown.
5. Pick your values, such as specific stages, owners, or dates.
6. Click Apply filter (or similar) to update the report preview.

The chart and data table will refresh to reflect the updated conditions, helping you validate that the new configuration is correct.

Adding new filters to Hubspot reports

Adding extra conditions lets you focus on a specific segment, such as deals in one pipeline or contacts from a single region.

1. In the Filters area, click Add filter.
2. Select a property from the list or use the search bar to quickly find it.
3. Choose an operator, such as equals, is any of, or is between.
4. Enter or select the values you want to include or exclude.
5. Apply the filter and review the updated report visualization.

You can repeat this process to stack multiple conditions and build precise, targeted reporting views.

Using filter groups and logic in Hubspot

Filter groups allow you to combine conditions using AND and OR logic, giving you more flexible control over which records appear in your report.

Creating filter groups with AND / OR logic

1. In the filter panel, locate the option to add a Filter group or similar grouping control.
2. Move existing filters into the new group or add new conditions directly within the group.
3. Set the logic between filters in the group to AND or OR.
4. Adjust the logic between groups as well, if available, to match your scenario.

For example, you could build a report that shows:

• Deals where Deal stage is any of Proposal sent OR Contract sent
• AND where Amount is greater than a certain value.

This flexible logic helps Hubspot users reflect real business questions in their reporting structure.

Adjusting date filters in Hubspot reports

Many reports rely on a primary date field, such as close date, create date, or activity date. Changing that date filter lets you focus on the right time frame.

1. Click the date filter at the top of the filters list.
2. Select the appropriate date property if the report allows switching.
3. Choose a range, such as Today, This week, This quarter, Last year, or a custom selection.
4. Apply the date selection to refresh the chart and table.

Accurate date configuration is crucial, especially for dashboards monitoring pipeline performance or marketing performance in Hubspot.

Chart-specific filter options in Hubspot

Certain report types offer additional chart-level filters or settings that further refine how data is displayed.

Common chart options you may see

• Breakdown by property: group the data by owner, stage, source, or custom fields.
• Display type: choose bar, line, area, pie, or table views where available.
• Limit results: restrict to top values or a maximum number of categories.
• Sort order: sort ascending, descending, or by a metric like amount or count.

While these are not always labeled as filters, they influence what appears in the chart just as much as the main filter panel.

Saving and reusing filtered Hubspot reports

After you refine your filters, you should save the configuration so it can be reused in dashboards and shared with your team.

1. In the report editor, click Save.
2. Choose whether to update the existing report or Save as new.
3. Give the report a clear, descriptive name that reflects its filtered view.
4. Select the folder and permissions so the right users can access it.
5. Add the report to a dashboard if you need it in regular monitoring.

Using consistent filter configurations across multiple reports helps maintain reliable analytics throughout Hubspot.

Best practices for managing Hubspot report filters

To keep your analytics clean and actionable, follow a few practical habits when managing filters.

• Standardize key properties: decide which date and lifecycle properties should be used across core reports.
• Label custom reports clearly: include main filters in the report name or description.
• Review filters regularly: update conditions when pipelines, teams, or lifecycle definitions change.
• Document configurations: keep a short internal guide that lists the main filters used on leadership dashboards.

Teams that use these practices tend to get more consistent insights from their Hubspot reporting environment.

Where to learn more about Hubspot report filters

For the most detailed, up-to-date reference on filter behavior and supported report types, review the official documentation on editing report filters: Hubspot report filter documentation.

If you need strategic help designing a reporting framework, you can also work with specialists such as Consultevo, who focus on analytics architecture, dashboards, and go-to-market insights.

By mastering report filters, filter groups, and chart options, you ensure that every Hubspot report shows accurate, relevant information that supports confident decision-making across your organization.

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