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HubSpot Updates

Create Reports with AI: Breeze Assistant Comes to Reporting

April 17, 2026

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Create Reports with AI: Breeze Assistant Comes to Reporting

What This Update Actually Is

HubSpot shipped a new entry point for AI-assisted report creation inside the Reporting page. Instead of the old 'AI-generated report' option buried in the 'Start with help' section, you now click 'Create' and choose 'Create report with AI.'

That opens Breeze Assistant in a side panel with a fresh chat. You type what you want in plain language. Breeze builds the report and shows it to you right there.

It works for both single-object reports (one data source) and multi-object reports (two or more data sources). Once you like what you see, you can click 'Save or Edit in report builder' to open it in the correct builder and save it permanently.

One important note: the previous AI-generated report option is being fully removed on April 24, 2026. That means both the Create Report flow and the Single Object report builder flow lose it. Your already-saved reports from that old tool are safe and won't be disrupted.

Why HubSpot Shipped This

The old AI reporting tool was hard to find and felt disconnected from the rest of HubSpot. Most humans who discovered it did so by accident. It also couldn't build multi-object reports, which is exactly where most ops teams need help.

Breeze Assistant is already where HubSpot is centralizing AI actions across the product. Moving report creation into the same chat interface keeps the experience consistent. Humans don't have to learn a second AI workflow just to get data.

This also aligns with a broader pattern we've been tracking across April 2026 HubSpot updates: Breeze is becoming the operating layer for actions that used to require navigating deep menus or knowing the right builder. If you want a wider view of that shift, check out the full breakdown in Breeze Is Eating HubSpot: What the April 2026 Updates Actually Mean.

How to Use It Step by Step

  1. Go to the Reporting page in your HubSpot portal.
  2. Click the 'Create' button at the top of the page.
  3. Choose 'Create report with AI' from the options that appear.
  4. Breeze Assistant opens in a side panel. Read the initial response. It tells you exactly what it can and can't do, and gives you sample prompts to start with.
  5. Type your request in plain language. For example: 'Show me deals closed by rep this quarter broken down by deal stage' or 'Compare contact creation by source across Marketing and Sales.'
  6. Review the report Breeze generates in the panel.
  7. Click 'Save or Edit in report builder' to open it in the right builder and save it to your portal. Single-object reports land in the Single Object report builder. Multi-object reports land in the Custom report builder.

That's it. You don't have to know which builder to open, which objects to join, or which metrics to add first. Breeze handles the setup. You refine from there.

What It Touches in Your HubSpot Strategy

This isn't just a reporting shortcut. It changes how quickly humans can move from a business question to an answer inside HubSpot.

Here's where the ripple effects show up across your portal and strategy:

  • Custom report builder access: Multi-object reports are now reachable without knowing the Custom report builder exists. This matters for teams who've never used it.
  • RevOps workflows: Ops leads can prototype a new pipeline or attribution report in seconds instead of building it from scratch. That prototype becomes the starting point for the real thing.
  • Dashboard strategy: Reports built here can be added to dashboards just like any other report. Your dashboard build process gets faster.
  • Data quality dependency: Breeze can only surface what's in your CRM. If your data is messy, the reports will be too. This update shines brightest in portals with clean properties and consistent data entry.
  • Breeze ecosystem depth: This pairs directly with the Data Agent, which lets you ask questions about your whole CRM at once. If you haven't explored that tool yet, read our breakdown of the Data Agent CRM Data Source update to see how these two features complement each other.

Key Takeaway

Breeze can build multi-object reports from a single chat prompt. That alone closes one of the biggest skill gaps between casual HubSpot users and advanced report builders.

Key Takeaway

The old AI-generated report option is gone on April 24, 2026. Existing saved reports are safe, but your team needs to know where the new entry point lives before the cutover hits.

One more thing worth calling out: this update covers all six major hubs at Professional and Enterprise. Marketing, Sales, Service, Content, Data, and Commerce teams all have access. That's a wide surface. If your portal has multiple teams with different reporting needs, this is a feature worth announcing internally.

Who Should Care Most

This update has the highest impact for three groups:

  • RevOps and Marketing Ops leads who build reports for multiple stakeholders. Use this to prototype fast, then refine in the builder before sharing.
  • Business owners and managers who need data but don't know HubSpot's report builder well enough to build it themselves. This is the shortcut they've been waiting for.
  • Sales managers who want quick pipeline visibility. Asking 'show me open deals by stage and rep for this quarter' is faster than any manual build.

It's less immediately useful for humans who already live in the Custom report builder and have strong data intuition. They can absolutely use it for prototyping, but their ceiling is the same as before. The real win here is democratizing access for everyone else on the team.

If your company is still treating HubSpot as a feature menu rather than an integrated system, this update won't fix that. For context on what it looks like when a portal operates the right way, our article on Marketing Hub as an operating system covers the mindset shift that makes tools like this one actually land.

George's Take

I've watched reporting be the single biggest bottleneck in portal after portal. Not because HubSpot can't do it, but because the gap between 'I have a question' and 'I know which builder and which objects to use' is just too wide for most teams. Moving report creation into Breeze Assistant is the right call. It meets humans where they already are in the product and gives them a real starting point instead of a blank canvas. My one watch-out: this tool is only as good as the data underneath it. Before you lean on AI-built reports for decisions, do a quick gut-check on your property hygiene and pipeline data. A fast wrong answer is still a wrong answer.

The gap between 'I have a question' and 'I know which report builder to use' is what kills data culture inside most portals. Breeze just closed that gap.
George B. Thomas

If you want to make sure your portal is ready to get real value out of AI-powered reporting, and not just generate faster noise, let's talk. Book a strategy call with the Sidekick team and we'll walk through your reporting setup, your data health, and how Breeze fits into the way your team actually works.

Frequently Asked Questions

What is the 'Create report with AI' feature in HubSpot?

It's a new option on HubSpot's Reporting page that opens Breeze Assistant in a side panel. You describe the report you need in plain language, and Breeze builds it for you. You can then open it in the Single Object or Custom report builder to save and refine it. It's available on all Professional and Enterprise hubs.

Can Breeze Assistant build multi-object reports?

Yes. Breeze Assistant can create both single-object reports (one data source) and multi-object reports (two or more data sources). Multi-object reports open in HubSpot's Custom report builder when you click 'Save or Edit in report builder.' This is one of the biggest improvements over the old AI-generated report tool.

What happened to the old AI-generated report option in HubSpot?

The previous 'AI-generated report' option in the Create Report view is being fully removed on April 24, 2026. It will be removed from both the Create Report flow and the Single Object report builder. Any reports you already saved using that tool are not affected and will still be accessible.

Do I need any special HubSpot tier to use Create report with AI?

You need a Professional or Enterprise plan on any of these hubs: Marketing, Sales, Service, Content, Data, or Commerce Hub. It's not available on Free or Starter tiers. If you're unsure whether your current plan includes it, check your subscription details in HubSpot account settings.

How do I save a report generated by Breeze Assistant?

Once Breeze shows you the report in the side panel, click 'Save or Edit in report builder.' Single-object reports open in the Single Object report builder. Multi-object reports open in the Custom report builder. From there you can rename, adjust filters, and save the report to a dashboard or your report library.

What are the limitations of AI-generated reports in HubSpot Breeze?

Breeze can only work with data that already exists in your HubSpot CRM. If your properties are inconsistently filled in or your pipeline data is incomplete, the reports won't be accurate. Breeze also tells you upfront what it can and can't build when you open a new chat, so you know the boundaries before you start.

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