How do I edit a report on a reports dashboard?

Last updated: September 5, 2018

Applies to:

Reporting add-on
Marketing Hub
Professional, Enterprise
Sales Hub
Professional, Enterprise
Service Hub
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.


  • 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

Build an Inbound Campaign Classroom Training Click Here

Was this article helpful?

If you still need help you can get answers from the , or to contact support.