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Reports

How to make a reports dashboard private

Last updated: July 7, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Professional
Add-Ons: Reporting

Please follow the directions noted below to learn how to make a private dashboard in your reports dashboard.

  • In your HubSpot Marketing and Sales account, navigate to Dashboard.
  • Click the name of the current dashboard (Marketing or Sales Dashboard), then select the desired dashboard from the drop-down menu.

Please note: if you do not have the reporting add-on, you will not see additional dashboards here. 

  • Click the Visibility dropdown menu and select Private.

Please note: if a dashboard has been shared with you, you will not have the ability to change the permissions. You can only modify the permissions of dashboards that you own.

  • Click Make private to confirm the change.

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