Quick tipHow toSmart CRM

Use OR filters in HubSpot reports

Add filter group for OR.

Subscription
All tiers with reports
Permissions
Reports access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: in Advanced filters, + Add filter adds an AND condition within a group; + Add filter group adds an OR group, where records need to match at least one group.

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

If numbers look off, compare with a filtered view of the same records first.

3. Related

AND vs OR groups and conditional formatting.

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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