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.
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! 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.
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.
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?
This is definitely needed for us. We create dashboards specific to our offices and these dashboards can have 20-30 reports on them. It would be amazing to be able to put thsese into folders for these offices.
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