How do I make a reports dashboard private?

Last updated: December 29, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional
Service: N/A
Add-Ons: Reporting

With the reporting add-on, you can choose to make any custom reports dashboards that you own private.

  • In your HubSpot account, click Dashboard in the main navigation menu.

  • Click the name of the current dashboard (Marketing Dashboard or Sales Dashboard), then select the desired dashboard from the dropdown menu.

Please note: if you do not have the reporting add-on, you will not see additional dashboards here. You can only make custom reports dashboards that you own private. If a dashboard has been shared with you, you will not be able to change its permissions.

  • Click the Visibility dropdown menu and select Private.
  • Click Make private to confirm the change.

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