Lists as data source in reports

HubSpot tool: Reports 
Skill level: Intermediate
Audience: CRM Managers, Marketing Analysts, Admissions Leaders
Estimated time to watch: 2 mins 30
Release date: May 2025

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In this short video  learn how to build custom reports using lists as your starting point - ideal for tracking segmented campaign results, admissions stages, or event engagement.

This HubSpot update lets you use static and active lists as direct data sources when building custom reports. That means you can now create reports based solely on the contacts in a list - without needing to recreate filters manually.

Whether you're tracking webinar signups, admissions enquiries, or event follow-ups, this feature lets you report on just that segment with total clarity.

Why this matters for education organisations

  • For CRM Managers & Data Leads:
    Say goodbye to rebuilding filters every time you need a report. If you already use lists to segment audiences (e.g. “Open Day Attendees” or “International Enquiries”), you can now instantly generate reports for those specific groups.

  • For Marketing & Admissions Teams:

    Want to track engagement or conversion from a particular list? Now you can visualise it- fast. Think “Leads from Spring Ad Campaign” or “Scholarship Applicants in Sixth Form” as report-ready audiences.

    This update makes HubSpot’s reporting tools more flexible, reusable, and friendly for real-world education workflows - especially in multi-stage admissions processes.

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Pro tip

Use lists as a shortcut to dynamic audience reporting. For example, build an active list for “All enquiries with no activity in 30+ days,” then report on it monthly to monitor follow-up gaps or potential drop-offs.

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