Dashboards & Reporting

CCaldwell2
Participant

Creating Reports Views or Folders

SOLVE

Need the ability to Archive unused reports and to categorize our custom reports into folders.  A views / folders capability is imperative especially as we create more and more reports as it leads to the risk of non-managed reports and duplicates being unintentionally created.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating Reports Views or Folders

SOLVE

Hi @CCaldwell2,

 

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-to-Organize-Reports-amp-Dashboards/idi-p/6830...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

In terms of archiving reports, this is not possible either but you can simply delete them: https://knowledge.hubspot.com/reports/manage-reports-in-your-reports-list

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating Reports Views or Folders

SOLVE

Hi @CCaldwell2,

 

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-to-Organize-Reports-amp-Dashboards/idi-p/6830...

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

In terms of archiving reports, this is not possible either but you can simply delete them: https://knowledge.hubspot.com/reports/manage-reports-in-your-reports-list

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes