How to Create Reports With Hubspot AI Reporting

Hubspot now includes powerful AI features that make it faster and easier to build reports, summarize performance, and understand your data without advanced analytics skills.

This guide explains, step by step, how to use AI inside your reporting tools so you can move from raw data to clear insights in minutes.

Where Hubspot AI Reporting Is Available

AI report creation is available in specific reporting tools. To follow along, you will need:

• Access to a Hubspot account with reporting permissions
• At least one dataset or standard reportable objects (contacts, companies, deals, tickets, etc.)
• AI features turned on for your account, if required by your subscription

You can use AI reporting in two main areas:

1. Single object reports (for example, deals or tickets)
2. Datasets created in the data management tools

Create Single Object Reports Using Hubspot AI

Use AI to quickly generate standard reports from one primary object, such as deals or contacts.

Step 1: Navigate to Hubspot Reports

1. In your main navigation, go to Reports.
2. Select Reports > Reports again from the dropdown.
3. Click Create report.

Step 2: Choose the AI Single Object Option

1. On the creation screen, look for the option to start with a single object.
2. Select the object that best matches your goal, such as:

• Contacts
• Companies
• Deals
• Tickets

When available, choose the AI-assisted creation option so the system can interpret your prompt.

Step 3: Describe the Report You Want

Type a natural language prompt describing what you want to measure. Examples:

• “Show a bar chart of new deals created by owner this month.”
• “Create a report of tickets by pipeline and status.”
• “Report on contacts created in the last 30 days by lifecycle stage.”

Tips for better prompts:

• Mention the object clearly (deals, contacts, tickets, etc.).
• Add filters such as date ranges or specific owners.
• Specify a preferred visualization: table, bar chart, line chart, or pie chart.

Step 4: Review and Refine the AI Report

1. Hubspot AI will propose a chart, table, or combination based on your request.
2. Check that the following match your intent:

• Filters and date ranges
• Metrics (for example, count of deals, ticket volume)
• Dimensions (for example, owner, pipeline, stage)
• Visualization type

If needed, you can refine the result by:

• Editing filters on the left pane
• Changing the chart type
• Adjusting which fields appear in the visualization

Step 5: Save and Share Your AI Report

1. Click Save once you are satisfied.
2. Name your report clearly, for example, “Monthly deals created by owner (AI).”
3. Choose a folder if you use a reporting structure.
4. Add the report to a dashboard and share it with your team.

You can now reuse or clone this report any time your reporting needs evolve.

Create Dataset Reports Using Hubspot AI

If you work with multiple objects or complex joins, datasets paired with AI give you more flexibility and control.

Step 1: Open Your Dataset

1. In your main navigation, go to the data management area, then open Datasets.
2. Select an existing dataset that contains the objects and calculated fields you want to analyze.
3. Confirm the dataset is published and available for report building.

Step 2: Start an AI Report From the Dataset

1. With the dataset open, choose the option to Create report.
2. If available, select the AI-driven report creation for that dataset.

The dataset context ensures AI can pull from all related fields and objects that were configured beforehand.

Step 3: Use Natural Language to Define the Report

Enter a clear request describing what you want to see. Examples:

• “Show revenue by industry and region for this quarter.”
• “Create a trend line of closed-won deals by month using this dataset.”
• “Display average resolution time by ticket priority and channel.”

The AI will interpret your intent based on available fields in the dataset and generate a first draft visualization.

Step 4: Adjust Fields, Filters, and Visualization

After the initial AI proposal:

• Swap dimensions, such as using region instead of country.
• Change measures, such as summing revenue instead of counting deals.
• Refine filters for date ranges, teams, or pipelines.
• Switch chart types if the insight would be clearer in another format.

Because datasets are curated, your business logic stays consistent even as you refine AI-created reports.

Use Hubspot AI to Summarize Reports

Beyond building visualizations, you can use AI to summarize the performance shown in a report.

How Report Summaries Work

When enabled, you can open a report and request a written summary. The system analyzes the visible data and provides insights such as:

• Key trends across the selected time frame
• Notable peaks or drops in performance
• Comparisons between segments, such as owners or pipelines

This helps non-analysts quickly understand what a chart or table is telling them.

Refine Summaries With Better Context

To get more helpful AI summaries, try:

• Setting a meaningful date range before running the summary
• Filtering to the most relevant teams, owners, or segments
• Clarifying the goal of the report in the title or description

These details give AI more context to focus on what matters most to your stakeholders.

Best Practices for Hubspot AI Reporting

To get the most value from AI reporting, follow these best practices inside your Hubspot environment:

• Clean your data: Ensure properties are standardized, especially for lifecycle stages, deal stages, and ticket statuses.
• Use descriptive names: Clear field names help AI interpret what each metric or dimension represents.
• Start simple: Begin with high-level reports, then refine your prompts for deeper insights.
• Document your logic: For complex datasets and calculations, keep internal documentation so everyone understands how metrics are defined.

Troubleshooting AI Reports in Hubspot

If an AI-generated report is not what you expected, you can usually fix it quickly.

Common Issues and Fixes

• Wrong object or field: Rephrase your prompt to mention the exact property or measure you want.
• Incorrect date range: Manually adjust the date filter in the report editor.
• Unclear visualization: Switch to a more appropriate chart type or convert to a table for detail.
• Missing data: Confirm that records actually meet the filters and that data syncs are up to date.

If AI still cannot create the layout you need, you can always revert to manual report configuration while using the initial AI result as a starting point.

Learn More About Hubspot AI Reporting

To go deeper into every option and limitation, review the official documentation on creating reports with AI at this Hubspot knowledge base article.

If you need strategic help designing analytics, dashboards, and reporting processes around your CRM, you can also consult experts at Consultevo for implementation support.

With thoughtful prompts, clean data structures, and clear reporting goals, AI-powered reporting inside your CRM can significantly reduce manual work while making insights accessible to your entire team.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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