Folders to Organize Reports & Dashboards

[JRamsey7]

How does this not exist?  There are folders to organize workflows, but not reports or dashboards.  This is a major oversight.   I have found numerous discussions here and elswhere with many other folx interested in this feature.   Can we please get this on the table for review?  It should be a pretty straightforward architectural change.  Would love to hear from someone in product management on this, perhaps there is a reason that is does not yet exist?    

[JRamsey7]

Hi everyone! My name is Hallie and I'm a Program Manager on the CXM Team. I connected with the product team regarding this request and have some more insight that should be helpful. 🙂

At the moment, folders for reports and dashboards are not on the roadmap. Instead, the team is actively investing in other organizational improvements that aim to solve the same need. There are two specific ones that are being focused on currently:

1. Custom Tags (currently in private beta): This lets users categorize and group reports/dashboards flexibly.
2. Views (in progress, not yet in beta): Similar to the index pages, these will make it easier to filter and quickly find the right content. Together, these improvements are intended to provide the benefits of folders, but in a more flexible and scalable way.

If any changes were to occur in regards to folders specifically, I'll update this post to let you all know. In the meantime, keep an eye out for updates on those two features that will help solve for this need. Thank you!

[EcoMax]

Very much a necessary change! Here's a previous thread for reference: https://community.hubspot.com/t5/HubSpot-Ideas/Folders-for-Reporting-Dashboards/idc-p/683010#M121077 

[noravoila]

Hello..

Thanks for the reference thread. It's really helpful. Moreover this community is also helpful in sorting queries, question with appropriate solutions.

Regards rarest

[ryanjoconnor]

Big +1 here and very surprised it doesn't exist, since you have folders in workflows already. I've got 100's of reports and it's just impossible to keep track now. 

[SJonas]

We really need this!

[VMazurenko]

+1

[OBulava]

This feature is essential to keep tracking of the reports. Please add!

[ckoch1]

please add folders to reports.  We have so many, would be great to organize them to make finding and keeping track of what we have easier

[KWhelan]

+1

[GG215]

Here's a ChatGPT poem about why we need this. @hubspot - if this makes you laugh can you please give us an answer or update? 🙂 

Hubspot, oh Hubspot, we love thee so,

But our dashboards are in disarray, don't you know?

We need folders to organize them with care,

So we can find our metrics, and stop pulling out our hair.

We love to track our data, and make decisions sound,

But without this feature, it's hard to find what's around.

So please, dear Hubspot, hear our plea, Create folders for dashboards, for users like me.

We'll be more efficient, our reports will be clean,

And with organized dashboards, we'll feel like a queen.

So we ask you again, dear Hubspot, can you see,

The need for this feature, for users like me?

[TWatkins9]

Please implement folders in reports and dashboards! We really need this admittedly basic functionality!

[JCameron2]

This would be a huge win for our customers! It would be great to be able to organize reports/dashboards by department, business unit, etc.

[J-Azoulay]

Need this feature !!

[AlonahL]

+1 a SERIOUS need!

[RQuinn9]

NEED NEED NEED 

[Scoobs]

I want to set up a dashboard for the team to easily access commonly used URLs.

Organizing them into categories or folders on the dashboard might be a good solution.

I might propose this as a separate suggestion if the dashboard isn't the right place. However, I envision having a widget on the dashboard called "Meeting Links," where each team member's meeting links are grouped. Another widget called "Employee Services" could contain useful links, organized similarly.

[EMemoli]

How is it possible that there's no folder structure? It's absolutely a need!!

[laurabren]

+1

[AThompson1]

Absolute must in reporting - things are getting really unorganized!

[TXu5]

+1, please make this happen, if we have have folder for workflows, there's no reason why we can't do it for dashborads

[clmthaz]

I don't understand why this request hasn't been reviewed yet... We have hundreds of reports, we should be able to classify them → folders, tags, etc...

Please add this feature! It exists in many other parts of Hubspot. No reason why it shouldn't be here.