Create AI Reports in HubSpot with Breeze: A Comprehensive Guide

HubSpot's integration of Artificial Intelligence (AI) offers a streamlined approach to creating custom reports. This feature allows users to generate report templates by simply inputting a phrase or question, which the AI then uses to recommend filters and data visualizations. This capability is available for Marketing Hub, Sales Hub, Service Hub, Data Hub, and Content Hub (Pro and Enterprise subscriptions). By leveraging AI, users can significantly reduce the time and effort required to build insightful reports.

Before using AI to create reports, you need to enable the necessary settings in HubSpot. To do this, navigate to the settings menu by clicking the settings icon in the top navigation bar. In the left sidebar, under 'Account Setup,' go to 'AI.' In the 'Access' tab, enable the option to 'Give users access to generative AI tools and features.' For more personalized content, enable the 'CRM Data and Customer Conversation Data' switch. This allows the AI to generate results that are more relevant to your specific business context. Remember to manage your AI settings appropriately to ensure data privacy and compliance.

Breeze, HubSpot's AI tool suite, simplifies the report creation process. Here’s how to use it: 1. Go to **Reports > Reports** in your HubSpot account. 2. Click **Create report** in the upper right corner. 3. Select **Create from scratch**. 4. In the left panel, choose **AI Report Builder**. 5. Enter a phrase or question that summarizes your report objective. For example, 'Which sales rep closed the most deals last quarter?' or select a prompt example. 6. Click **Generate report**. A report template will be generated based on your prompt.

The accuracy and relevance of your AI-generated reports depend heavily on the quality of your prompts. Keep these tips in mind: * **Understand Your Data:** Familiarize yourself with the main objects and properties in HubSpot that are relevant to your reporting needs. * **Be Specific:** The more specific your prompt, the more accurate the report will be. Include specific properties or time ranges if you have them in mind. * **Iterate and Refine:** Don't be afraid to rephrase and refine your prompts based on the results you receive. Experiment with different wording and regenerate the report to better meet your objectives.

After generating a report template, you can refine the data displayed. To modify the report's objective, click the edit icon in the 'You Asked' section, update the text, and click 'Generate report.' To further customize the report, click 'Customize' to access the single object report editor, where you can modify properties, filters, and visualizations.

Once you're satisfied with your report, save it by clicking 'Save.' In the right panel, enter a name and optional description for your report. Choose whether to add it to a dashboard. Click 'Next,' select who can access the report, and then click 'Save.' You'll remain in the report editor after saving. To view the report, click 'Go to reports' in the pop-up box.

You can also create reports using AI on the HubSpot mobile app: 1. Tap the **Menu** icon, then tap **Dashboards**. 2. In the upper right, tap the lightning bolt icon. 3. Type your question in the text box (e.g., 'Who is closing the most tickets?') and tap **Generate**. 4. Alternatively, use a template by tapping the template icon and selecting a question template. 5. Once the report is generated, select **Regenerate** or **Save**. 6. Choose the dashboard to save the report to and tap **Save**.

Keep in mind the following limitations when using AI for reporting in HubSpot: * **Single Object Reports:** You cannot create reports using multiple objects. * **AI Accuracy:** While AI is constantly evolving and improving, user feedback is crucial. Provide feedback via the 'Report Feedback' survey in the upper right corner. * **Sensitive Information:** Avoid including sensitive information in your prompts, as HubSpot records and stores prompts, generated text, and usage metrics to improve the product. HubSpot shares prompts with OpenAI, which also stores them for content moderation.

Your feedback is invaluable in improving HubSpot's AI reporting capabilities. Use the 'Report Feedback' survey in the upper right corner of the report interface to share your thoughts and suggestions. This helps the AI learn and provide more accurate and relevant reports in the future.