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Overview
Learn how to create a Crossbeam Overlaps report in HubSpot, apply filters, and push report results into dynamic HubSpot Lists for ongoing updates.
✍️ Note
Crossbeam Reporting in HubSpot is only available on the Supernode plan and require the HubSpot Custom Object.
To upgrade your account, visit the Plan & Billing page.
Create a Report
In HubSpot, navigate to the reporting section on the main navigation bar:
Select Reports from the dropdown options
Click on the Create Report button.
In the next screen, select Single Object as the report type
in the search bar, type Crossbeam and select Crossbeam Overlaps
Click the Next button
Set your Date Range
The report defaults to This quarter so far. Click on This quarter so far to open additional options, and select All data to view your full dataset.
Name Your Report
Click the pencil icon to give your report a name.
Add properties to the Report
By default, the report includes your partners and the Populations properties.
To add more Crossbeam properties:
Click Add Crossbeam Overlap Property
Use the search box to add additional Crossbeam properties to the report.
Add Filters to the Report
Click Advanced filters in the report view
In the side drawer, click the Add filter button
Select filters such as Populations and Partner Populations to define your overlaps
Edit the filter value in the Add Values field
Continue to add filters as needed
Close the side draw by clicking on the X in the top corner
✍️ Note
Filter values must be exact matches. Copy and paste Population names directly from the report for best results.
Add Visualization to the Report
After you close the filters, click the Next button to add Visualization to the report. Choose a chart type to display your data.
Under the Displaying section, drag and drop the available properties to display.
Click Save.
Your new report will now be available in your HubSpot reports list and will automatically update as account data changes in Crossbeam.
🎓 Want to go deeper?
Sign in to Crossbeam Academy to learn more about building and customizing HubSpot reports with Crossbeam data.