Reports

How to create a new reports dashboard

Last updated: September 10, 2018

Applies to:

Reporting
Reporting add-on
Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise
Service Hub
service-pro-enterprise
Professional, Enterprise

HubSpot includes several standard dashboard reports for all your tools. Professional, Enterprise, and Reporting Add-on users can create custom dashboards to manage custom reports in one place.

Please note: Professional users can create 1 custom dashboard. Enterprise users can create 25 custom dashboards. Reporting add-on users can create 200 custom dashboards.

  • In your HubSpot account, navigate to Dashboard.
  • Click New dashboard.
  • Give your new dashboard a name and set your visibility, then click Create dashboard to finish.
Give your new dashboard a name and set your permissions.

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