In the dashboards, there should be a description area below the report title on each report. It’ll help anyone, regardless of team or role, understand the filters applied to and the goal of the report. It’d be cleaner than trying to include a brief description in the title itself.
As a sales operations manager I would LOVE to add report descriptions because we have hundreds of reports in the system and different ways of cutting data and in current state I field several questions monthly of my leadership teams and end users wondering what certain reports mean, or why one report is different from another.
An example is we can look at lead generation two ways - 1) MQLs generated by marketing and assigned or 2) ALL leads created by any channel. Leadership teams call both of those MQLs casually, so I’m constantly having to explain why one “Lead Report” has more on it than another one. Another use case for descriptions is I make a lot of “check engine” reports and would like to explain to the Sales Directors what their next step should be. Like “This report is showing leads created in the last 24 hours and not contacted yet. Either have your rep call within the next hour or have them clean up their hygiene/log their call to reflect engagement.”
Right now, an individual manager or leader in the company can’t just casually look at dashboards and understand what’s going on.. they need to be explained. This would take a lot of that heavy lifting off of our small sales operations team and lead to better decision making across all teams.
I’d like to be able to add a description when creating custom reports. At this time it just says “This is a custom Contacts/Activities/etc report” which isn’t very helpful in telling my team what it’s reporting on.
Yes! This is much needed! I need to be able to add a description and explain a few fields in my reports.
Add small descriptive box for each report on dashboards to allow explination of the report.
Create custom section dividers and headers for each dashboard
Yes This would be great. Don’t want too many dashboards but many reports in one dashboard is hard to navigate. In a sales report to be able to add a divider and section header would be useful, eg “Lead generation” followed by next section “sales pipeline” etc. Easy to get lost now.
I too would love this.
HubSpot reports currently have a field at the top of the report called ‘About this report’. It would be helpful if this was an editable field to enter a description about the report for users.
I’ve had to make reports with embarassingly long names to remind people what they are showing, and half the time it still isn’t enough. Editing the about would save a TON of headaches!
I’m having the same problem. Would be great if I could edit it!
I can’t believe this isn’t possible already
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It could be great!
This would be a very helpful feature. I’ve also had to make overly detailed and specific report names that take the whole width of the page to compensate for the lack of ability to describe a custom report
I’m sure we all strive to make reports that pass “the blink test” and are easy to understand without explanation, but I also know our audience and they would value the context.
I want this so we can add Benchmarks to each report. Each KPI has a benchmark.
When creating a report, we should be able to add a description of the report that summarizes the purpose of the report in plain terms. currently we have to open the reports, look at the criteria and filter options to make sense of what the report is trying to capture.
We are running into the same issue and agree that it would be VERY helpful. There is, sometimes, additional information (beyond looking at the filters), that can be primordial to understand the nuances of a given report.
Thank you for considering this request.
Reports currently have a default description such as “This is a custom report”. The ability to edit this would be really useful for providing context and an overview about the report.
Adding my voice to this request as well. Feels very important to be able to add a line or two of additional context to a report.
And the description should show on the dashboard for each report as well. This is really missing
This is a key item missing as only the people creating the reports fully understand the intent of the report.
Where someone viewing the report would try to decipher the filter logic behind the report. Much needed item sooner rather than later.