HubSpot Ideas

JRamsey7

Folders to Organize Reports & Dashboards

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?    

38件のコメント
CLahiff
参加者

please!!!

EvelynC
参加者

+1 to the idea!

JDonald1
参加者

Yes! Folders for reports please 🙂

FIVEO
メンバー

There is folder in workflow, why not in report and dashboards.

SBiddy
メンバー

Agree, need to be able to use a folder structure, and even a tagging structure, within reports.👍

PJohns
投稿者

+ 1 for this too!

ELitke
参加者

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!

AElrington
メンバー

Also need this as a feature - feels very basic and not sure why we dont have it 

GR83
参加者

Yes please, I think it is a basic feature, it would be great to have it

KSchwandt
メンバー

We need this ASAP.  

clmthaz
メンバー

I'm sure my organisation isn't the one with the most custom reports.

But with so many reports and so many people creating them, it's getting complicated to manage.

The folders could help with that.

 

clmthaz_0-1718981964012.png

 

NMai4
メンバー

+1

basdenhoed
参加者

+1 

EGrenier9
メンバー

+1

MHalicki
メンバー

+1 Please make this folder feature available for reports and dashboards.

MJimenez4
メンバー

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.

bCubbit
参加者

+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.

DebServidio
メンバー

+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.