Quick tipHow toSmart CRM

Add formula fields to custom reports

Professional and Enterprise; not reusable across reports.

Subscription
Professional or Enterprise
Permissions
Reports access
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: formula fields do row-level calculations, like revenue minus discounts. Available on Professional and Enterprise; the Functions tool needs datasets access. They aren't reusable across reports except by cloning.

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

The number per report depends on subscription.

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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