How to Add Custom and Cross-Object Reports to CRM Records in HubSpot

Adding the right reports directly to your CRM records in HubSpot helps your team see context, performance, and trends without leaving the record view. This guide walks you through how to display and manage custom and cross-object reports on contact, company, deal, ticket, and custom object records.

The steps and options described here are based on HubSpot’s reporting tools and CRM record configuration features.

Understanding Report Types in HubSpot CRM Records

Before adding anything to a record, it helps to understand the types of reports that can appear on CRM records in HubSpot.

• Custom single-object reports – built on one object, such as contacts or deals.
• Custom cross-object reports – combine data from more than one object, such as contacts and companies.
• Sales analytics and other standard reports – predefined reports available in some subscriptions.

Only certain report types can be shown on the record sidebar. The options you see depend on your subscription level and user permissions.

Where Reports Display on HubSpot CRM Records

In HubSpot, custom and cross-object reports display in the right sidebar of CRM records inside a dedicated Reports section. This area behaves like other sidebar sections, so you can reorder it or collapse it if you need more space.

Supported record types generally include:

• Contacts
• Companies
• Deals
• Tickets
• Custom objects (if enabled in your account)

Each record can show multiple reports, allowing your team to compare performance or context items right from the record.

Permissions Needed to Manage HubSpot Reports on Records

Not everyone can configure reports for all users. In HubSpot, you typically need:

• Access to the Reports tools to build or edit custom reports.
• Permissions to edit CRM record sidebars or customize CRM views.

Admins can usually configure default sidebars that apply to all users, while individuals may be allowed to adjust their own view depending on your account settings.

How to Add Custom Reports to CRM Records in HubSpot

Follow these steps to add existing custom or cross-object reports to a CRM record sidebar in HubSpot.

Step 1: Open a CRM Record in HubSpot

1. Sign in to your HubSpot account.
2. Navigate to Contacts, Companies, Deals, Tickets, or your relevant custom object.
3. Click the name of a record to open its full record view.

You should now see the left column with properties and the right sidebar that can contain cards such as Attachments, Playbooks, or Reports.

Step 2: Edit the Right Sidebar Layout

1. In the right sidebar, look for the Reports section. If it is not visible, you may need to customize the sidebar layout.
2. Click Customize sidebar or the equivalent layout settings link (the exact label can vary by update and subscription).
3. Choose whether you are editing the default record sidebar for all users or only your personal view.

This opens the sidebar editor where you can add, remove, or reorder cards, including the Reports card in HubSpot.

Step 3: Add the Reports Card to the Sidebar

1. In the sidebar editor, locate the option to add a Reports card or module.
2. Drag the Reports card into the sidebar layout if it is not already present.
3. Place it in the order you prefer relative to other cards, such as Notes or Playbooks.
4. Save the layout changes.

Once saved, the Reports section will display on the record sidebar, ready for you to attach specific reports.

How to Attach Specific HubSpot Reports to Records

After the Reports card is visible, you can choose which dashboards or individual reports appear on CRM records in HubSpot.

Step 4: Select Reports to Show on the Record

1. On an example record, go to the Reports section in the sidebar.
2. Click Add report or a similar button within that section.
3. Browse your existing custom and cross-object reports. Filtering options may let you narrow by owner, type, or folder.
4. Select the report or reports you want to display.
5. Confirm your selection to add them to the record.

The chosen reports will now render in the sidebar, using dynamic data for the specific record you are viewing.

Step 5: Configure Filters for Record-Specific Context

Many custom and cross-object reports are built with filters. To make them meaningful on a CRM record in HubSpot, they should reference the current record dynamically.

For example, your report might filter by:

• Contact ID is the current contact
• Company ID is the current company
• Deal is associated with the current record

When designing the report in the report builder, ensure that filters are set up so the report automatically reflects data related to whichever record the user is viewing.

Managing and Reordering HubSpot Reports on Records

You can reorganize and update which reports appear on CRM records in HubSpot without rebuilding them.

Reorder Reports in the Sidebar

1. Open a record, then locate the Reports section.
2. Use drag-and-drop handles (where available) to reorder the list of attached reports.
3. Place the most critical report at the top for quicker scanning.

This order is applied consistently across records using the same layout configuration.

Remove or Replace Reports

1. In the Reports section, find the report you no longer need.
2. Click the More menu or settings icon next to that report.
3. Select Remove from record sidebar.
4. Use the Add report option again if you want to replace it with a different report.

Removing a report from the sidebar does not delete it from your account; it simply stops showing it on the record layout in HubSpot.

Best Practices for Custom Report Usage in HubSpot

To keep your CRM records fast and useful, follow these best practices when adding reports in HubSpot.

• Keep the number of visible reports limited so load times stay reasonable and users can quickly find insights.
• Use clear naming conventions so the purpose of each report is obvious to non-report builders.
• Align filters with the record context so data always focuses on the currently open contact, company, deal, or ticket.
• Review layout periodically as your sales, service, or marketing processes evolve.

Well-structured report placements ensure every team member sees the same context when opening records in HubSpot.

Additional Resources on HubSpot Reporting

For the original step-by-step reference on adding custom and cross-object reports to CRM records, you can review HubSpot’s own documentation here: official HubSpot knowledge base article.

If you need strategic help designing reporting strategies, CRM layouts, or automation around your reports, you can explore consulting resources at Consultevo.

By thoughtfully configuring which custom and cross-object reports appear on CRM records in HubSpot, you give your team instant insight into pipeline, engagement, and performance without leaving the record view.

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