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?
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:
Custom Tags(currently in private beta): This lets users categorize and group reports/dashboards flexibly.
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!
Our company has had HubSpot for nearly a year and I agree with the necessity for this feature. It's very basic, not sure why it isn't at least in beta at this point. Please solution this request. Thank you!
We really need this - we have 500+ reports in our Portal and it's impossible to keep it clean and organized without being able to create folders or tag/label reports in any way.
+1. We'd love categories to store like-dashbaords. Bonus if those categories could hold permissions at the category (esentially a folder) level - would make sharing with executives and teams much easier.
+1. Is there any timeline for these initiative? Is HS planning to release it soon? Would help inmensively to Sales Ops & Sales organize work and information to have the option to create folders (like templates for example) and/or tags for ther reports and dashboards.
