What are the key differences between custom reports and standard reports in HubSpot?

The type of report that is right for you will depend on your specific needs. If you need a highly customizable report that can analyze data from multiple sources, then a custom report is the best option.

Sure, here are the key differences between custom reports and standard reports in HubSpot:

Feature Custom Reports Standard Reports
Flexibility More flexible Less flexible
Customization Highly customizable Less customizable
Data sources Can use data from multiple sources Can only use data from specific objects
Permissions Requires Create/own and Edit report permissions Requires View reports permissions
Availability Available in all HubSpot plans Only available in Professional and Enterprise plans
Custom reports are the most flexible type of report in HubSpot. You can use them to analyze data from multiple sources, including objects, marketing and sales activities, and custom properties. You can also customize the look and feel of custom reports to match your branding. However, custom reports require more permissions to create and edit.

Standard reports are less flexible than custom reports, but they are easier to create and use. They are pre-built reports that cover a variety of topics, such as website traffic, lead generation, and sales performance. Standard reports are available in all HubSpot plans, but they have fewer customization options than custom reports.

Which type of report is right for you?

The type of report that is right for you will depend on your specific needs. If you need a highly customizable report that can analyze data from multiple sources, then a custom report is the best option. If you need a simpler report that is easy to create and use, then a standard report is a good choice.

Here is a table that summarizes the key differences between custom reports and standard reports:

Feature Custom Reports Standard Reports
Flexibility More flexible Less flexible
Customization Highly customizable Less customizable
Data sources Can use data from multiple sources Can only use data from specific objects
Permissions Requires Create/own and Edit report permissions Requires View reports permissions
Availability Available in all HubSpot plans Only available in Professional and Enterprise plans
I hope this helps! Let me know if you have any other questions.