How to Add a Report to a Dashboard in HubSpot
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This guide will walk you through the process of adding a new report to an existing dashboard in HubSpot. You can either add a report that has already been saved or create a new report from scratch and then add it to your dashboard.
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Here's how to add a report to a dashboard in HubSpot
- Access Your Dashboards
Begin by navigating to the "Reports" icon in the left sidebar. From the expanded menu, click on "Dashboards" to view your existing dashboards.
- Select a Target Dashboard
Click the dashboard title dropdown at the top left of the screen. Then, select the specific dashboard where you intend to add your report.
- Initiate Adding a Report
On your chosen dashboard, locate and click the "Add report" button, typically found in the top right corner.
- Choose Report Source
A dropdown menu will appear. Here, you must decide whether to add a report "From saved reports" or to "Create report" from scratch.
- Option A: Add a Saved Report
If you chose "From saved reports", select the desired report from the list. Then, click "Add to dashboard" in the top menu, and confirm in the dialog box.
- Option B: Create a New Report
If you chose "Create report", you will be directed to a new page. Filter for a template, select your data source and visualization type, then choose a template. Save the report and select the dashboard to add it to.
- Confirm Report Addition
Once the process is complete, a confirmation message will appear, indicating that your report has been successfully saved and added to the selected dashboard.
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Frequently Asked Questions
You can either add an existing report by selecting "From saved reports" or create a brand new report by choosing "Create report" from the dropdown menu.
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