How to set a default reports dashboard

Last updated: April 12, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A
Add-Ons: Reporting

Reporting Add-On Administrators have the ability to set a default reports dashboard which will appear when navigating to Reports Reports Home Reports Dashboards in your Marketing BasicProfessional, or Enterprise account.

To set a default dashboard:

  • In your HubSpot Marketing account, navigate to Dashboard.

  • Click the name of the current reports dashboard to select the desired dashboard from the dropdown menu.

  • Click the Settings dropdown at the top-right of the dashboard and select Make default dashboard.
  • Click Set as default to confirm.

Please note: the Marketing Dashboard will always appear by default when clicking Dashboard in the main navigation bar of your Marketing account and the Sales Dashboard will appear by default when you click on Dashboard in the main navigation of your Sales account.