HubShots Daily Tip

A new tip (or reminder) related to HubSpot every day!

New Custom Report Builder Experience

This is a simple update, but it makes the Custom Report Builder (CRB) much more user-friendly.

When you pull multiple objects into a report as data sources, it's easy to accidentally select the wrong property. For example, grabbing the 'Close Date' for a Company instead of a Deal.

Now, the Custom Report Builder clearly displays which object each property belongs to.

Also new to the CRB: you can now quickly add properties, toggle between visualisation-only or table views, use dedicated tabs for Configure, Style, and Filters, and easily access your Actions menu in the top right.