custom cards in the overview pane of a record with custom reports or embed reports
Hi. when personalizing a record, in the middle section (Overview tab), we can now customize those tabs. When trying to customize the tabs, we can add our own custom cards and we can select the Report card type. Unfortunately, we can only add single object reports. We should be able to add custom reports and embed contents from other source.
Hello there! I completely understand the need for more flexibility in customizing the Overview tab. It's like having a versatile toolbox with only a few tools. Just as there's a world of GBA games like My Boy! APK, your data deserves diverse representation. It would be fantastic to expand beyond single-object reports and embrace the richness of custom reports and embedded content. This enhancement could transform the Overview tab into a dynamic hub, empowering users to tailor their experience with a broader array of insights. Let's unlock the full potential of customization for a truly personalized and powerful overview.
Wow, I was trying to figure out why my report was not accessible as a card, so helpful but disappointing to realize this is why. In our org, we discourage use of the single object report since it's inflexible, so I'd love to see Hubspot expand the report card feature to custom reports.
We really need this! We want to create a report that shows line item amount per deal by billing start date, and we want this to be cumulative. However we can only create cumulative reports using the custom report builder, not the single object builder. The report is still a single object report, but we have to use the custom report builder for the extra options it allows us (i.e. the ability to add goals and to make the amount cumulative). However, this then means we can't add it to the middle panel as a report card against our deals which we really need so we can report on contract value and how this ramps up per deal.
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