Dashboards & Reporting

golfpromal
Member

How do I change the fields that are displayed when clicking on a dashboard?

SOLVE

When you mouse over a chart displayed on a dashboard, and click, up pops a view called "Report details."  I want to customize what is shown in this view.

 

I have added some properties to the Data step while setting up the dashboard.  They show up in the "Report details," but so do others.  They apprear to be "defaulted,"  Is it possible to control what is displayed in the "Report details?"

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I change the fields that are displayed when clicking on a dashboard?

SOLVE

Hi @golfpromal,

 

You're correct, in this Report details pop up, HubSpot shows the columns selected during the data step. HubSpot will include some default properties here depending on the object and report type which can't be removed.

 

For me, it's usually one additional column. If you feel strongly about being able to remove that, you could submit a request in the HubSpot Ideas section of the community. The product team reviews these suggestions

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

How do I change the fields that are displayed when clicking on a dashboard?

SOLVE

Hi @golfpromal ,

Yes, this property is by default and there isn't any way to change it. Although seems like a good idea that we should be able to customize what we see in the report details. You can put this in community ideas. HubSpot product team review these ideas and work on them.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

0 Upvotes
3 Replies 3
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

How do I change the fields that are displayed when clicking on a dashboard?

SOLVE

Hi @golfpromal ,

Yes, this property is by default and there isn't any way to change it. Although seems like a good idea that we should be able to customize what we see in the report details. You can put this in community ideas. HubSpot product team review these ideas and work on them.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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

How do I change the fields that are displayed when clicking on a dashboard?

SOLVE

Hi @golfpromal,

 

You're correct, in this Report details pop up, HubSpot shows the columns selected during the data step. HubSpot will include some default properties here depending on the object and report type which can't be removed.

 

For me, it's usually one additional column. If you feel strongly about being able to remove that, you could submit a request in the HubSpot Ideas section of the community. The product team reviews these suggestions

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes