Reports

How do I edit a report on a reports dashboard?

Last updated: September 5, 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

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.

choose-dashboard

  • 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.

edit-dashboard-report

  • Make edits as needed, then click Update on dashboard

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