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Filter your results
Resource
Share or export reports and dashboards
Learn about the ways that you can export individual reports and dashboards, including setting up recurring daily, weekly, and monthly emails.
Use dashboard filters
Learn more about using your properties to filter your dashboards.
Drill down into dashboard reports
Drill into a specific data point on a report for more information on the records behind the data
Embed external content on a dashboard
Learn how to embed external content, such as a Twitter feed or Google Sheet, on a HubSpot dashboard
Customize your dashboard
Learn how to customize your dashboard by adding new reports, as well as resizing, reordering and removing existing reports
Understand different chart types in HubSpot reports
Learn how each visualization type in the reports tool can be used to display different types of data
Report on revenue
Learn about the reports you can use to evaluate revenue
Use dashboards in the mobile app
Manage and create HubSpot dashboards and reports on the go with the mobile app, using intuitive controls and AI-powered features for seamless performance tracking.
Limit access to your HubSpot assets
After you set up teams in HubSpot, Marketing Hub Enterprise Admins can assign content to specific users and teams
Add multiple dashboards in the sales workspace
As a Super Admin, add and customize multiple dashboards in the sales workspace, improving visibility and access for Sales Hub users.