Quick tipHow toSmart CRM

Get AI summaries of a report

Single report view only.

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Permissions
Reports access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: AI insights generate a suggested summary and takeaways for a report. They work on single object and multi-object reports, in a single report view.

1. In HubSpot

The relevant screen in my demo portal.

Reports list with My dashboards, My reports, Analytics suites, and All reports, Custom reports, Favorites tabs
Analytics suites (1) and the report tabs and filters (2).

2. Worth knowing

Treat the summary as a draft and check it against the numbers.

3. Related

Drill-downs.

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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