HubSpot Report changes in dashboard

CRM & Sales Dashboards & Reporting
1

Hi HubSpot,

I create a report and linked to 1 dashboard. Then i cloned the dashboard, renamed the reports and edited the report filters individually in 2nd dashboard. My question is will the changes made in report filters for 2nd dashboard be reflected in the 1st dashboard? What happens if i dont rename the report but edited the report?

2

Hi @DGanasan,

This depends on the option you chose when you cloned the dashboard:

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If you created copies, then the changes will only reflect in the copied dashboard. If you kept the original reports, updating a report in one dashboard will also update wherever else it’s placed.

You can find out easily if a report is used in multiple dashboards by navigating to Menu > Reporting > Reports and checking the ‘Dashboards’ column. If it says 1, you kept the original reports. If it says 2, you copied.

Best regards!

3

Hello Karsten,

I am not seeing this option when cloning reports from a dashboard to another existing dashboard. Is there a way to duplicate or copy a report, but keep the ability to modify it without changing the original?

Thanks!