topic Re: Reports reopen after I customize an existing report in Dashboards & Reporting

Reports reopen after I customize an existing report

kbaine — Fri, 07 Apr 2023 17:48:02 GMT

I'm experiencing a barrier when I customize a current report. Once I'm done making changes and exit, it's reopening the same report which is not needed and takes time to close out. It is not a good user experience. can this functionality be removed if it was done on purpose or am I experiencing some kind of glitch?

Re: Reports reopen after I customize an existing report

danmoyle — Fri, 07 Apr 2023 18:49:07 GMT

@kbaine when you go to the report and hit "customize," does it take you to a window where you make your changes, then give you an option to "save" ? That's how it should work. Then it goes into your reports library (Reports > Reports) and you can also add it to a dashboard.

If that's not happening, could you share a screen recording (via Loom maybe) so we can see the experience?

Re: Reports reopen after I customize an existing report

kbaine — Fri, 07 Apr 2023 19:22:24 GMT

https://zoom.us/rec/share/27pCIT8jc1THuFndlIfk2cKrT2EBv5y66tFjph_SIHd9GTb1_dj-HHpwuKe3SML2.0N6uxwbaLjs6OOZG
Passcode: !^rW8VvZ

Re: Reports reopen after I customize an existing report

danmoyle — Fri, 07 Apr 2023 20:01:36 GMT

Thanks @kbaine. When you make your changes, can you "update existing report" or "save as new report" on the bottom of that report? That would save your changes.

Here's what I'm thinking:

Re: Reports reopen after I customize an existing report

kbaine — Fri, 07 Apr 2023 20:51:06 GMT

Thank you Dan! 🙏 I really appreciate your time on this. It's not quite addressing the need but maybe I'm just not using things the intended way. There are times i need to customize an existing report outside of the filters available when I view and filter. So I select Customize. Then if I select update existing report, I'm still in customization, and have to exit. And that's when it reopens the report rather than just returning to the dashboard.

Re: Reports reopen after I customize an existing report

kbaine — Mon, 04 Aug 2025 14:17:40 GMT

I really appreciate your thoughts and time on this @danmoyle . The experience I'm having is when i actually get into the customization view of the report, not just the preview. I know you can make changes from that view and update report or save as new but that's not where I've experienced the functionality I described above.

Re: Reports reopen after I customize an existing report

Victor_Becerra — Mon, 04 Aug 2025 14:46:41 GMT

Hey @kbaine
Thanks for the great question!
My recommendation is to create a new post for this. This gives your post the best shot at getting seen by as many of our amazing community members as possible. Feel free to tag me in the post and I'm happy to get you started
Best,
Victor

Re: Reports reopen after I customize an existing report

kbaine — Tue, 19 Aug 2025 16:52:28 GMT

OMG, for the love of all things holy, if Hubspot could solve this issue, it would be such a sweet little time saver. I frequently have to make small adjustments to many reports. Everytime I save the report and "return to the dashboard" it reopens the same report I just saved, as if I still need to work on it. I DON'T! So I have to close it and wait a few seconds to move on to my next report. I don't understand this functionality. Does anyone else experience this????

Re: Reports reopen after I customize an existing report

Victor_Becerra — Tue, 19 Aug 2025 17:00:18 GMT

Hi @kbaine
I'd like to invite some community members who are subject matter experts (besides @danmoyle of course!) to join this conversation.
@AlbertBer @ArisudanTiwari @karstenkoehler - Would you be able to share any insights on this? Your expertise would be greatly appreciated.
Best,
Victor

Re: Reports reopen after I customize an existing report

AlbertBer — Wed, 20 Aug 2025 00:35:08 GMT

I’ve noticed that too. Right now, HubSpot automatically reopens the edited report as a new version. It’s meant to help you confirm your changes, but honestly, it feels clunky if you’re editing often.

What I usually do is save the changes, then jump back to the reports list or dashboard instead of closing the tab, which avoids the extra reload. Not perfect, but faster.

Re: Reports reopen after I customize an existing report

danmoyle — Wed, 20 Aug 2025 12:48:13 GMT

I've not experienced this frustration, @Victor_Becerra and @kbaine. I think it would be helpful to record a video of the situation and share with the HubSpot team for UX research.

Re: Reports reopen after I customize an existing report

kbaine — Wed, 20 Aug 2025 16:23:58 GMT

Thanks for confirming the experience, Albert. I appreciate the alternative suggestions, but for the way I use reports, that's not a viable workaround for me and would probably take just as long as the current clunky process! Great word choice, btw!

Re: Reports reopen after I customize an existing report

Victor_Becerra — Wed, 20 Aug 2025 20:32:20 GMT

Hi @kbaine
Thank you for your feedback.
I would highly recommend you to please post these product suggestions on the ideas forum.
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well. Feel free to tag me in the post and I'm happy to upvote the idea!
Best, Victor