Professional and Enterprise users and Reporting Add-on users can customize dashboard reports for any objects in the CRM. This includes dashboard reports for contacts, companies, deals, tickets, or products.
Please note: the number of reports you can customize depends on your product subscription.
To edit a report on one of your reports dashboards:
- Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
- Click the name of the current dashboard, then choose the desired dashboard from the drop-down menu.
- Hover over the report you wish to edit, click Actions in the upper right corner and select Edit to make changes. If you're updating a standard dashboard, select Clone to create a new version of the report to customize.
- Make edits as needed, then click Update on dashboard.