Reports

How do I make a reports dashboard private?

Last updated: June 4, 2018

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

  • Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.

dashboard-new-nav

  • Click the name of the current 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.

You can also make the dashboard private from the dashboard manager: 

  • Click the name of the current dashboard, then select Manage dashboards from the dropdown. 
  • Navigate to the tab where your dashboard is listed. 
  • Hover over the name of the dashboard and click Visibility Privateprivate-dashboard-manager
  • In the dialogue box that appears, click Make private to confirm the change. 

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