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Create reports using AI

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nonce="bUflhTumrObZpEhP6GAuQg=="> </script></div> <div id="kb-main-content" name="kb-main-content"></div> <!-- End partial --></div> <main class="kb-blog-post-body template-centered template-padding"> <div class="body-container--blog-post"> <div id="hs_cos_wrapper_Primary_topic_field" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_module_15971907006672" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section class="breadcrumb-lang-picker"> <div class="breadcrumb-container"> <nav class="kb-breadcrumbs"> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/reporting-and-data"> <span>Reporting &amp; Data</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/reporting-and-data/topics#reports"> <span>Reports</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Create reports using AI</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="December 4, 2023" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/reports/create-reports-using-ai" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Create reports using AI</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified"> <!-- %B Month as locale’s full name, %e day of the month, %Y year --> October 16, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <!-- Enables each SKU type, when applicable --> <!-- Show the product key? --> <!-- Show the main SKU table? --> <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/marketing_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/marketing"> Marketing Hub </a>&nbsp;<span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/marketing/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sales_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/sales"> Sales Hub </a>&nbsp;<span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/sales/enterprise">Enterprise</a> </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/service_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/service"> Service Hub </a>&nbsp;<span> Professional </span><span>, Enterprise </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/operations_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/operations"> Operations Hub </a>&nbsp;<span> Professional </span><span>, Enterprise </span></td> </tr> <tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023_2024/subscription_key_icons/content_icon.svg" width="16" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/content"> Content Hub </a>&nbsp;<span> Professional </span><span>, <a class="category" href="https://www.hubspot.com/products/cms/enterprise">Enterprise</a> </span></td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p><span style="font-size: 17px; color: #33475b;">In HubSpot, you can use artificial intelligence (AI) to help create custom single object reports. You can enter a phrase or a question which will be used to generate a report template, including recommended filters and data visualization. Once the template is generated, you can choose to edit the report to fit your needs before saving and adding it to your dashboard.</span></p> <!--more--> <p class="alert-info"><strong>Please note:</strong> <span style="font-size: 17px; color: #33475b;">please avoid sharing any sensitive information in your prompts. To improve the product, HubSpot logs and stores your prompts, generated language, and usage metrics when you use AI generated reports. HubSpot shares your prompts with OpenAI in order to enable your use of this tool and OpenAI will store your prompts for content moderation purposes. Your prompts will be attributable to you. By using this tool in beta, you agree to comply with HubSpot’s&nbsp;<a href="https://legal.hubspot.com/hubspot-beta-terms" rel="noopener">Beta Terms</a>&nbsp;as well as OpenAI’s&nbsp;<a href="https://beta.openai.com/docs/usage-policies/use-case-policy" rel="noopener">Usage Policies</a>,&nbsp;<a href="https://labs.openai.com/policies/content-policy" rel="noopener">Content Policy</a>, and&nbsp;<a href="https://openai.com/policies/sharing-publication-policy/" rel="noopener">Sharing &amp; Publication Policy</a>.</span></p> <h2>Turn on AI settings for reports</h2> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li>In the left sidebar menu, in the <em>Account management</em> section, navigate to <strong>AI</strong>.</li> <li>In the <em>Access</em> tab of your AI settings, click to toggle the <strong>Give users access to generative AI tools</strong> <strong>and features</strong>&nbsp;switch on.</li> <li>To personalize your content, click to toggle the <span style="font-weight: bold;">CRM data</span> and <span style="font-weight: bold;">Customer conversation data</span> switch. This is recommended to generate outputs relevant to your company. Learn more about managing your <a href="/account-management/manage-your-ai-settings" rel="noopener" target="_blank">AI settings</a>.</li> </ul> <h2>Create reports using Breeze</h2> <p>Use <a href="/account-management/use-breeze-ai" rel="noopener" target="_blank">Breeze</a>, HubSpot’s collection of AI tools to create reports.</p> <ul> <li><span style="font-size: 17px; color: #33475b;">In your HubSpot account, navigate to <strong>Reporting</strong> &gt; <strong>Reports</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">In the top right, click <strong>Create report</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">In the top right, click&nbsp;<strong>Create from scratch</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">In the left panel, select <strong>AI Report Generator</strong>.</span></li> </ul> <span style="font-size: 17px; color: #33475b;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=500&amp;height=247&amp;name=ai-report-generator.png" width="500" height="247" loading="lazy" alt="ai-report-generator" style="height: auto; max-width: 100%; width: 500px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=250&amp;height=124&amp;name=ai-report-generator.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=500&amp;height=247&amp;name=ai-report-generator.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=750&amp;height=371&amp;name=ai-report-generator.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=1000&amp;height=494&amp;name=ai-report-generator.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=1250&amp;height=618&amp;name=ai-report-generator.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/ai-report-generator.png?width=1500&amp;height=741&amp;name=ai-report-generator.png 1500w" sizes="(max-width: 500px) 100vw, 500px"></span> <ul> <li><span style="font-size: 17px; color: #33475b;">Enter a phrase or question that summarizes the goal of your report. For best results, it's recommended that you include the desired object and time filters. For example, <em>what sales person won the most deals last quarter?&nbsp;</em>Or, click a <strong>sample prompt</strong> in the section below.</span></li> </ul> <ul> <li><span style="font-size: 17px; color: #33475b;">To create the best prompt, take note of the following:</span> <ul> <li><span style="font-size: 17px; color: #33475b;"><strong>Understand your data: </strong>familiarize yourself with the main objects and properties in HubSpot relevant to your reporting needs.&nbsp;</span></li> <li><span style="font-size: 17px; color: #33475b;"><strong>Be specific:</strong> the more specific you are in your prompt, the more accurate and relevant your report will be. If you aren’t sure what you’re looking for you can generalize your prompt, but if you want to include a specific property or time range, include that in your prompt.</span></li> <li><span style="font-size: 17px; color: #33475b;"><strong>Iterate and refine: </strong>not all prompts will give you the desired result the first time. You can rephrase and refine your prompts based on the outputs you receive. Try shifting the prompt, regenerating, or looking at some recommended reports if you’re running into problems.</span></li> </ul> </li> <li><span style="font-size: 17px; color: #33475b;">Click <strong>Generate report</strong>. </span><span style="font-size: 17px; color: #33475b;">A report template will be generated based on your goal.</span></li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=616&amp;height=293&amp;name=generate-ai-report-2.png" width="616" height="293" loading="lazy" alt="generate-ai-report-2" style="height: auto; max-width: 100%; width: 616px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=308&amp;height=147&amp;name=generate-ai-report-2.png 308w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=616&amp;height=293&amp;name=generate-ai-report-2.png 616w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=924&amp;height=440&amp;name=generate-ai-report-2.png 924w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=1232&amp;height=586&amp;name=generate-ai-report-2.png 1232w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=1540&amp;height=733&amp;name=generate-ai-report-2.png 1540w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-ai-report-2.png?width=1848&amp;height=879&amp;name=generate-ai-report-2.png 1848w" sizes="(max-width: 616px) 100vw, 616px"></p> <ul> <li><span style="font-size: 17px; color: #33475b;">To modify the report's goal and generate a new template, click the edit icon in the&nbsp;<em>You asked&nbsp;</em>section.&nbsp;Update the <strong>text</strong> in the prompt, then click <strong>Generate report</strong>. You can continue to enter new prompts and regenerate the report to better meet your goal.</span></li> </ul> <span style="font-size: 17px; color: #33475b;"><span style="font-size: 17px; color: #33475b;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=358&amp;height=209&amp;name=update-generated-report.png" width="358" height="209" loading="lazy" alt="update-generated-report" style="height: auto; max-width: 100%; width: 358px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=179&amp;height=105&amp;name=update-generated-report.png 179w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=358&amp;height=209&amp;name=update-generated-report.png 358w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=537&amp;height=314&amp;name=update-generated-report.png 537w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=716&amp;height=418&amp;name=update-generated-report.png 716w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=895&amp;height=523&amp;name=update-generated-report.png 895w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/update-generated-report.png?width=1074&amp;height=627&amp;name=update-generated-report.png 1074w" sizes="(max-width: 358px) 100vw, 358px"></span></span> <ul> <li><span style="font-size: 17px; color: #33475b;">To refine the data displayed in your report, edit the <strong>data</strong> in the <em>Report details</em> section.</span></li> <li><span style="font-size: 17px; color: #33475b;">To make additional changes to the report's properties, filters, and visualization, click <strong>Customize</strong>. You'll be brought to the <a href="/reports/create-custom-single-object-reports" rel="noopener" target="_blank">single object report editor</a> where you can modify the report.</span></li> </ul> <p><span style="font-size: 17px; color: #33475b;"><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=567&amp;height=248&amp;name=customize-report-filters.png" width="567" height="248" loading="lazy" alt="customize-report-filters" style="height: auto; max-width: 100%; width: 567px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=284&amp;height=124&amp;name=customize-report-filters.png 284w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=567&amp;height=248&amp;name=customize-report-filters.png 567w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=851&amp;height=372&amp;name=customize-report-filters.png 851w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=1134&amp;height=496&amp;name=customize-report-filters.png 1134w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=1418&amp;height=620&amp;name=customize-report-filters.png 1418w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/customize-report-filters.png?width=1701&amp;height=744&amp;name=customize-report-filters.png 1701w" sizes="(max-width: 567px) 100vw, 567px"><br></span></p> <ul> <li><span style="font-size: 17px; color: #33475b;">To save the report, click <strong>Save</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">In the right panel, enter a <strong>name</strong> and optional <strong>description</strong> for your report, and select whether or not to add the report to a dashboard.</span></li> <li><span style="font-size: 17px; color: #33475b;">Click <strong>Next</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">Select an <strong>option</strong> to decide who can access to the report, then click <strong>Save</strong>.</span></li> <li><span style="font-size: 17px; color: #33475b;">You'll remain in the report editor after saving. To view the report, click G<strong>o to reports</strong> in the pop-up box.</span></li> </ul> <h2>Create reports using AI on the mobile app</h2> <p>After <a href="https://knowledge.hubspot.com/account-mangagement/how-to-install-the-hubspot-mobile-application" rel="noopener" target="_blank">installing the HubSpot mobile app</a>, you can create reports using AI.</p> <ul> <li>Tap the&nbsp;<strong>Menu icon</strong>, then tap&nbsp;<strong>Dashboards</strong>.</li> <li>In the top right, tap the<strong> lighting icon</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=363&amp;height=307&amp;name=tap-lightening-icon.jpg" width="363" height="307" loading="lazy" alt="tap-lightening-icon" style="height: auto; max-width: 100%; width: 363px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=182&amp;height=154&amp;name=tap-lightening-icon.jpg 182w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=363&amp;height=307&amp;name=tap-lightening-icon.jpg 363w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=545&amp;height=461&amp;name=tap-lightening-icon.jpg 545w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=726&amp;height=614&amp;name=tap-lightening-icon.jpg 726w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=908&amp;height=768&amp;name=tap-lightening-icon.jpg 908w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/tap-lightening-icon.jpg?width=1089&amp;height=921&amp;name=tap-lightening-icon.jpg 1089w" sizes="(max-width: 363px) 100vw, 363px"></p> <ul> <li>Type your question in the text box. For example, "Who's closing the most tickets?". Then click&nbsp;<strong>Generate</strong>.</li> <li>Or to use a template, click the template icon and then, select a question template.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=318&amp;height=277&amp;name=generate-report-ai-mobile.png" width="318" height="277" loading="lazy" alt="generate-report-ai-mobile" style="height: auto; max-width: 100%; width: 318px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=159&amp;height=139&amp;name=generate-report-ai-mobile.png 159w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=318&amp;height=277&amp;name=generate-report-ai-mobile.png 318w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=477&amp;height=416&amp;name=generate-report-ai-mobile.png 477w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=636&amp;height=554&amp;name=generate-report-ai-mobile.png 636w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=795&amp;height=693&amp;name=generate-report-ai-mobile.png 795w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/generate-report-ai-mobile.png?width=954&amp;height=831&amp;name=generate-report-ai-mobile.png 954w" sizes="(max-width: 318px) 100vw, 318px"></p> <ul> <li>When your report has been generated, select to <strong>Generate again</strong> or <strong>Save</strong>.</li> <li>Select which dashboard the report will be saved to then, click <strong>Save</strong>.</li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=375&amp;height=259&amp;name=save-dashboard-mobile.jpg" width="375" height="259" loading="lazy" alt="save-dashboard-mobile" style="height: auto; max-width: 100%; width: 375px;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=188&amp;height=130&amp;name=save-dashboard-mobile.jpg 188w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=375&amp;height=259&amp;name=save-dashboard-mobile.jpg 375w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=563&amp;height=389&amp;name=save-dashboard-mobile.jpg 563w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=750&amp;height=518&amp;name=save-dashboard-mobile.jpg 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=938&amp;height=648&amp;name=save-dashboard-mobile.jpg 938w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/save-dashboard-mobile.jpg?width=1125&amp;height=777&amp;name=save-dashboard-mobile.jpg 1125w" sizes="(max-width: 375px) 100vw, 375px"></p> <div class="alert"> <p><strong>Please note:</strong></p> <ul> <li>It is not possible to create reports using custom object with AI.</li> <li>Reports cannot be created using multiple objects.</li> <li>AI is constantly evolving and becoming more accurate, user feedback can greatly help the tool. 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