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How to create a reports dashboard and add custom reports to it in HubSpot

How to create a new dashboard where you can add custom reports that you have created

The following knowledge base article will show you how you can create a new reports dashboard and add custom reports that you have created in HubSpot

 

Create a dashboard in HubSpot:

  1. In the top menu bar click “Reports”, “Dashboards”.
  2. At the top right click “Create Dashboard”.
  3. Name your dashboard and pick the visibility settings of whether you want your dashboard to be private to just you, or if you would like it to be shared or edited. 

 

To add a custom report to a dashboard in HubSpot:

  1. In the top menu bar click “Reports”, “Dashboards”.
  2. Click the down arrow on the top left next to the dashboards name
  3. Select the dashboard you want your custom report to display on
  4. On the top right click “Add report”
  5. Search for your custom report
  6. Click “Save”
  7. In the popup select “add to existing dashboard”, then click “Add & Save”.

 

If you would like to learn more about how to create custom reports and the different kind of reports that you can create, read here: https://knowledge.hubspot.com/reports/create-custom-reports