HubSpot Custom Report Builder: Exploring the Latest Updates on Tables & Filters

Happy Monday, friends. Got a couple great updates about the custom Report builder. So check this out. Here I am, I'm on the reports page. I'm going to click Create Report. And if we go to the custom report builder here on this page where you can select your data sources, we've had a couple of things. Those of you who have used data sets will recognize these. Look, we can see that contacts are my primary thing. So we're going to get all contact records and then we're going to get just the companies that are associated to those contacts. So if you have companies without any contacts, they won't be associated if I want are included. If I want to do that, I would make companies my primary thing. But I really like look, it tells us how many of each we're getting and, and what rows are included. And then down at the bottom we have a preview of the table we are creating so we can see the actual columns we're getting. So this is great. This is. This is much more visual than this has been before. Really like that. And then in the actual Reports builder look, there's this little filter option. It's tiny, you might miss it. But like, as you look at your different sources, let's say for contacts we only want enumeration and number properties maybe you know, and actually we only want things from a couple of particular groups, right? That you can create property groups in your property settings and we can apply those. Now we're seeing fewer properties here. We can do the same thing on the company side. We only want Booleans and dates maybe and only from company information we'll apply those. We are now limiting this list so we are only getting down to the properties that are actually relevant to the report we're building. I think these two little changes are fantastic. Check them out, let me know what you think. Let me know if you have any questions.