Manage reports in your reports list

You can create new reports and manage any existing reports you have in your account using your reports list. If you want to analyze your dashboard reports instead, learn how to filter reports on your dashboard and how to filter your dashboard.

Add a new report

• In your HubSpot account, navigate to Reports > Reports.
• To create a standard report from the reports library, click Report Library in the upper right. Learn how to search and save reports from the reports library.
• To create a new custom report, click Create custom report in the upper right. This is only available for subscriptions with access to custom reports.

Edit an existing report

You can make changes to existing reports, including cloning, renaming, deleting, and favoriting them.

• In your HubSpot account, navigate to Reports > Reports.
• Your reports are grouped by different statuses. To filter your reports by status, select one of the following statuses in the left sidebar.
  • All reports: displays all reports.
  • Custom reports: displays only custom reports.
  • Standard reports: displays only standard reports created by HubSpot.
  • In Dashboards: displays reports that are part of a dashboard.
  • Not in Dashboards: displays reports that are not part of any dashboard.
• At the top, click the dropdown menus to further filter your reports.
  • Dashboard: displays reports included in a specific dashboard.
  • Created By: displays reports created by a specific user.
  • Created Time: displays reports created in a specific timeframe.
• To look up an existing report by name, use the search bar.
• Once you've found the report you want, click the report's name to view it.
• To edit an existing custom report, hover over the report, click the Actions dropdown menu, and select Customize. This will bring you to the report builder. This is only available for subscriptions with custom reports, and is also not available for certain reports (e.g., Top Emails, Top Documents).
• To rename a report, hover over the report, click the Actions dropdown menu, and select Rename. In the dialog box, enter your new Report name and click Rename.
• To clone a report, hover over the report, click the Actions dropdown menu, and select Clone. For custom reports, a new tab will open to the report builder with a clone of the report.

• To delete an existing report, hover over the report, click the Actions dropdown menu, and select Delete. In the dialog box, click Yes, delete report to confirm you want to delete it.
• To bulk delete reports, select the checkboxes next to the reports you want to delete, and click delete Delete in the header row. In the dialog box, click Yes, delete report to confirm you want to delete these reports.

• To favorite a report, click the favorite star icon next to the report in your reports list. The report will then be added to the Favorite Reports category in the left sidebar menu. You can add up to 10 favorite reports.
  
  

Manage access to your reports

Reports that are added to your dashboards will be controlled by the dashboard's access settings. For reports that haven't been added to a dashboard, you can manage its access.

Please note: Super Admins and users with the Partition by teams permission can view all assets, including private assets.

• In your HubSpot account, navigate to Reports > Reports.

• To change a report's owner, hover over the report, click the Actions dropdown menu, and select Change owner.
• To manage access to a report that has not been added to a dashboard, hover over the report, click the Actions dropdown menu, and select Manage access. In the right panel, select one of the following options and click Save:
  • Private to owner: allow only your user and admins to view and edit the report. A Super Admin can only select this if they are the owner of the report.
  • Everyone: allow all users in your HubSpot account to view the report.
    • Select View and edit to allow all users to view and edit the report.
    • Select View only to allow all users to view, but not edit, the report.
  • Only specific users and teams (Enterprise only): allow specific users and teams in your HubSpot account to view the report.
    
    • Select View and edit to allow specific users to view and edit the dashboard. Click Next in the bottom right and select the users and teams that will have view and edit access to the report.
    • Select View only to allow specific users to view, but not edit, the dashboard. Click Next in the bottom right and select the users and teams that will have view access to the report.

Add reports to a dashboard

• In your HubSpot account, navigate to Reports > Reports.
• Hover over the report, click the Actions dropdown menu, and select Add to dashboard.
• In the dialog box, click the Select existing dashboard dropdown menu and select the dashboard to add the report to.
• Click Save.