Built-in CRM & commerce reports
Run built-in reports
Open to run any of the 35+ ready-made reports built from your HubSpot data — finance-style reports built from Invoices, Line Items, Quotes, Orders and Deals (aging, balances, sales, transaction lists), CRM activity reports (contacts, companies, deals and tickets created) and marketing & web analytics (traffic sources, page and campaign breakdowns). Pick a report category, choose the report, set the date range and click Execute — the report lands in your sheet, saved as a template for one-click refresh and scheduling. The full catalog with descriptions is below.
Static or dynamic date range
Every dated report accepts either a static range (explicit From / To dates, or a preset like Last Month) or a dynamic range (This Week, Last Quarter, Trailing 12 Months…). A dynamic range is re-evaluated every time the report runs, so scheduled refreshes always cover the current period instead of the dates you originally picked.
Commerce data and OAuth scopes
Reports marked (Invoices) / (Line Items) read the corresponding HubSpot
commerce objects. The Transaction List also includes Quotes, Orders and Deals. If your
HubSpot account has not granted a scope required for one of the transaction types (for example
crm.objects.orders.read on portals without Commerce), that type is skipped and the
report notes it in its header — reconnect the account with the updated permissions to include
it.