Report catalog

All reports are generated live from your HubSpot data and support a static or dynamic date range. Reports marked (Invoices) / (Line Items) are built from the corresponding HubSpot commerce objects — they need the matching OAuth scopes and a portal where those objects are in use. Transaction types whose scope has not been granted are skipped, and the report notes it in its header.

Aged Payables / Receivables

Aged Receivables Detail (Invoices) — every invoice with its customer, invoice and due dates, status, days overdue and aging bucket (Current / 1–30 / 31–60 / 61–90 / 91+).
Aged Receivables Summary (Invoices) — one row per customer with open invoice count and outstanding balances split into aging buckets.

Ledger & Transactions

Transaction List (Invoices, Quotes, Orders, Deals) — Invoices, Quotes, Orders and Deals unified into one chronological transaction list with type, reference, customer, status and amount.
Transaction List By Customer (Invoices) — the invoice transactions grouped per customer, with date, reference, status and amount.

Sales

Sales By Customer (Invoices) — invoice count, total sales and average invoice value per customer.
Sales By Customer Detail (Invoices) — one row per invoice with customer context, dates, status, currency, amount billed and balance due.
Sales By Product (Line Items) — line items aggregated per product or service: line item count, quantity sold, total amount and average rate.
Sales By Product Detail (Line Items) — one row per line item with product, created date, quantity, unit price and amount.
Sales Detail (Invoices) — all invoices in one list with customer, dates, status, currency, amount billed and balance due.

Customer Balances

Customer Balance (Invoices) — open invoice count, open balance and overdue balance per customer.
Customer Balance Detail (Invoices) — the open invoices behind each customer balance, with days overdue.
Customer Income (Invoices) — invoices, amount billed, amount collected and balance due per customer.

CRM Sales Analytics

Contacts Created — how many contacts were created in the selected period, bucketed over time.
Companies Created — how many companies were created in the selected period, bucketed over time.
Deals Created — how many deals were created in the selected period, bucketed over time.
Tickets Created — how many support tickets were created in the selected period, bucketed over time.

Marketing & Web Analytics

Breakdown reports slice your web analytics by a dimension over the selected period; Overview reports total the same metrics portal-wide.

Breakdown By Traffic Source — sessions, contacts and customers per traffic source (organic, direct, referrals, social, email…).
Breakdown By Campaigns — the same metrics per marketing campaign.
Breakdown By Forms — views, submissions and conversion per form.
Breakdown By Landing Pages — views, entrances, bounces and submissions per landing page.
Breakdown By Standard Pages — the same metrics per website page.
Breakdown By Blog Posts — the same metrics per blog post.
Breakdown By Pages — the same metrics across all tracked pages.
Breakdown By Social Assists — visits and contacts assisted by social channels.
Breakdown By Visitor Geolocation — sessions and contacts per visitor country / region.
Breakdown By Visitor Sessions — session totals over time (new vs. returning).
Traffic Source Overview — portal-wide traffic totals by source over time.
Total Metrics Overview — the portal's key web metrics (sessions, contacts, customers) in one overview.
Total Campaigns Overview — portal-wide campaign performance totals.
Total Forms Overview — portal-wide form views and submissions.
Total Landing Pages Overview — portal-wide landing page totals.
Total Standard Pages Overview — portal-wide website page totals.
Total Blog Posts Overview — portal-wide blog post totals.
Total Pages Overview — portal-wide totals across all tracked pages.
Total Social Assists Overview — portal-wide social-assisted visit totals.