It would be great to have the capability of creating folders in the Reports Library. Currently, you only can add a report to a dashboard or leave it in the library but when you create multiple reports, they can get buried.
This would make it easy for a Sales Manager for example to go into the report library and open up the folder of all the sales related reports.
It would be a good ides if one were allowed folders for custom reports, in the way one could manage them better.
Hi @Saul-UK ,
Thank you for your feedback! I’m moving your post to the Ideas Forum where we collect all of the user feedback and ideas so that other users can find this post easily and give upvotes.
Yes! There are folders for other things, I was surprised there wasn’t folders for reports!
Agree, I think this would be super useful!
Yes! I started markeing them as favorites but they limit to 10!! I have certain reports I run for Month End, Year End, Business Review etc. PLEASE, thsi should be an easy fix.
Agree, this would be useful and easy to organize types of reports.
This would be massively useful given the number of reports required to create to have bespoke filtered dashboard for all members of the team.
I agree.
This should be rolled out.
Totally agree with this! We are using HubSpot for Marketing, Sales, Onboarding, Customer Success, Customer Support ++, and each function has reports and dashboards which is getting really messy. The ability to at least set up folders like is possible with workflows, snippits, etc. would help to keep this tidy. We will work on an improved naming convention to help clean up our reports library, but a folder structure would make this even more visible and neat.
Why, oh why are there no folders available for individual reports?? We have hundreds and they’re impossible to sort through and organize.
Agree, really badly needed.
How is this NOT a standard feature? evry other CRM ofers this as standard, any company with more than a handful of users will quickly end up with hundreds of reports and nwith no way of organizing them it’s nearly impossibe to keep track and not duplicate some.
How is this not standard functionality? ht Need folders to organize reports asap, this should be super easy to implement. I assume the architecture is similar to other areas of the tool, like workflows. Is there an Idea elswhere we can UpVote?
How does this not exist? There are folders to organize workflows, but not reports or dashboards. This is a major oversight. I have found numerous discussions here and elswhere with many other folx interested in this feature. Can we please get this on the table for review? It should be a pretty straightforward architectural change. Would love to hear from someone in product management on this, perhaps there is a reason that is does not yet exist?
I’m sure my organisation isn’t the one with the most custom reports.
But with so many reports and so many people creating them, it’s getting complicated to manage.
The folders could help with that.
created another idea here since this one is not getting any traction, please go upvote! Create Folders to Organize Reports & Dashboards
If you want to compete with Salesforce, this is a great way to start
This please. Badly needed
@hubspot please roll this out asap. I have 100 custom reports to filter and manage.
