How to Use the Report Library in Hubspot

The report library in Hubspot gives you a fast way to access ready-made analytics so you can understand your CRM data without building every report from scratch. This guide walks you through finding, filtering, customizing, and saving these reports to speed up your reporting workflow.

All instructions here are based on the official HubSpot Knowledge Base article on using a report from the report library. For reference, you can view the original documentation on HubSpot's site.

Accessing the Hubspot report library

To start working with prebuilt reports, you need to open the report library inside your Hubspot account.

1. In your Hubspot account, go to Reports > Reports.
2. Click the Report Library tab at the top of the reports screen.
3. Wait for the list of available standard reports to load. These are grouped by different data sets, such as contacts, deals, and activities.

From here you can browse, preview, and add reports directly to your account, or refine what you see with filters and search.

Filtering Hubspot report library results

The report library can include many predefined reports. Use filters to quickly narrow the list to only the reports that match your needs.

You can typically filter reports by:

• Object type (e.g., contacts, companies, deals, tickets).
• Goal or use case (e.g., sales performance, marketing engagement, service volume).
• Report format (e.g., summary, funnel, attribution-style charts).

To apply filters in the Hubspot report library:

1. Open the Report Library tab.
2. Use the sidebar or dropdown filters to select the object or category you want.
3. Combine multiple filters if needed to further refine the results.

Filtering helps you avoid scrolling through long lists and makes it easier to locate a report that already answers your analytics question.

Searching within the Hubspot report library

If you know the type of report you want to find, search is the fastest way to locate it.

1. In the report library, click inside the search bar.
2. Type a keyword such as deal pipeline, contact lifecycle, or ticket volume.
3. Review the matching reports that appear below and choose one to preview.

Using search with a few relevant terms will quickly surface the most appropriate prebuilt reports without needing to scan each category manually.

Previewing Hubspot standard reports

Before you decide to add a report to your reports list or dashboard, you can preview how it looks and what data it uses.

1. In the report library, hover over a report card.
2. Click Preview (or the report name, depending on your interface).
3. Review the chart or table layout, included properties, and default filters in the preview pane or modal.

Previewing helps you confirm that the report meets your needs and is using the correct Hubspot objects and properties before you save it for ongoing use.

Adding Hubspot library reports to your reports list

Once you find a report you want to keep, you can add it to your main reports list so that it is always available.

1. In the report library, locate the report you want.
2. Click Save report or a similar option next to the report.
3. Name the report clearly so others in your Hubspot portal understand its purpose.
4. Choose whether to share it with specific users, teams, or all users, depending on your permissions.
5. Click Save.

After saving, the report appears in your Reports list, where you can open, edit, or add it to dashboards at any time.

Editing and customizing a Hubspot library report

Prebuilt reports give you a solid starting point, but you can adjust them to match your exact reporting needs.

1. Open the saved report from the Reports section.
2. Click Edit to open the report builder.
3. Adjust the following elements as needed:

• Data source: Confirm the correct object type (contacts, companies, deals, tickets, etc.).
• Filters: Change date ranges, owners, pipelines, or lifecycle stages.
• Display options: Switch between chart types, update groupings, or change chart labels.
• Columns: For table reports, add or remove columns to focus on the most important properties.

When you are done editing, click Save to update the existing report, or choose Save as new if you want to preserve the original Hubspot template alongside your customized version.

Adding a Hubspot report to a dashboard

Dashboards let you monitor several key reports in one view. Reports from the library can be pinned to existing dashboards or used to build new ones.

1. After saving a report from the library, click Save & add to dashboard if prompted, or open the report and select Add to dashboard.
2. Choose an existing dashboard from the dropdown, or create a new dashboard.
3. Adjust the report's size and position on the dashboard for better visibility.
4. Save the dashboard layout.

With this setup, anyone who has access to that Hubspot dashboard can quickly see the most important metrics without opening each report individually.

Managing permissions for Hubspot reports from the library

Access to reports depends on user permissions. When you save or share a report that started in the report library, you should confirm who can view or edit it.

Typical options include:

• Private: Only the creator can view or edit the report.
• Team-only: Only users on a specific team (such as Sales) can access the report.
• Everyone: All users in the Hubspot portal can view the report; editing may still be limited to users with specific permissions.

Setting the correct permissions ensures that sensitive data is only visible to the right people while still making important analytics available across your organization.

Best practices for using the Hubspot report library

To get the most from the report library, follow these practical tips:

• Start with templates: Use prebuilt reports as a foundation instead of building everything from scratch.
• Standardize naming: Use clear, consistent names for saved Hubspot reports so users can quickly find what they need.
• Create role-based dashboards: Build dedicated dashboards for sales, marketing, and service teams, using library reports tailored to each role.
• Review filters regularly: Double-check date ranges and owner filters so reports show relevant and up-to-date data.
• Document your setup: Maintain internal documentation describing core reports and dashboards to improve adoption.

Next steps and additional Hubspot resources

Using the report library is only one part of building an effective analytics strategy. Combine standard reports with custom reports, workflows, and dashboards to track the full customer journey inside Hubspot.

If you need help designing a reporting framework or optimizing your CRM setup, you can explore consulting services from Consultevo for strategic guidance on implementation and data structure.

For more technical detail and any recent changes to the interface, always refer to the official HubSpot article on using the report library, available here.

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