Quick tipHow toSmart CRM

Compare this year to last year in a custom report

Use Date part or Compare by.

Subscription
Custom reports: Professional or Enterprise
Permissions
Reports access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: compare multiple time ranges with Date part (for example quarter year over year) or Compare by. If no preset fits, choose Custom in the Filter period dropdown.

1. In HubSpot

The relevant screen in my demo portal.

Create report chooser with Custom report, Single-object report, Customer journey report and Attribution report
Custom report (1), single-object (2), and templates (3).

2. Worth knowing

Dataset-based reports with formulas need Data Hub Enterprise.

3. Related

Custom report builder.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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