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Use dashboards in the mobile app

Last updated: January 22, 2025

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You can view your dashboards and create reports in the HubSpot mobile app using your mobile phone. This can be useful if you're on the go and need to review your performance.

View and filter your dashboards in the mobile app

  • Open the HubSpot app on your iOS or Android device.
  • At the top left of the screen, tap the listView Menu icon. Then, tap dashboards Dashboards.
  • To change your dashboards, tap the name of the current dashboard at the top of the screen and select a different dashboard.
  • To edit the date range applied to the dashboard, tap the Date range dropdown menu at the top of the dashboard. Then select a date range. Tap Apply.

  • To share a dashboard, tap the share Share icon at the top right of the screen. Select where to share the report. 
  • To view an individual report, tap the report on a dashboard.

Please note: notes added to your dashboard and content from external sources (Google Sheets, Youtube, Databox etc.) cannot be viewed on the mobile app.

Create a report using AI in the mobile app

On mobile you can use artificial intelligence (AI) to help create reports. You can enter a phrase or a question which will be used to generate a report. Once the report is generated, you can edit your prompt and regenerate the report to fit your needs before saving and adding it to your dashboard.

Please note: please avoid sharing any sensitive information in your prompts. To improve the product, HubSpot logs and stores your prompts, generated language, and usage metrics when you use AI generated reports. HubSpot shares your prompts with OpenAI in order to enable your use of this tool and OpenAI will store your prompts for content moderation purposes. Your prompts will be attributable to you. By using this tool in beta, you agree to comply with HubSpot’s Beta Terms as well as OpenAI’s Usage PoliciesContent Policy, and Sharing & Publication Policy.

  • Open the HubSpot app on your iOS or Android device.
  • At the top left of the screen, tap the listView Menu icon. Then, tap dashboards Dashboards.
  • Tap + AI Report in the bottom right of the screen.
  • Enter a phrase or question that summarizes the goal of your report. For best results, it's recommended that you include the desired object and time filters. For example, what sales person won the most deals last quarter?
  • Tap breezeSingleStar Generate. A report will be generated based on your goal.
  • To modify the report's goal and generate a new template, update the text in the prompt, then tap breezeRegenerate Regenerate. You can continue to enter new prompts and regenerate the report to better meet your goal.
  • Tap Save.
  • Edit the Report name and select the dashboard the report will be added to. 
  • Tap Save.

Please note: reports cannot be created using multiple objects.

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