Tips, Tricks & Best Practices

rfish3411
Mitglied

sharing custom reports

lösung

I recently created a custom report and made it private.  I would now like to share it with my group but can't find a quick and easy way to make it public.  I appreciate any insight!

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1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

sharing custom reports

lösung

Hi @rfish3411 

 

Unless I am mistaken, individual reports can not be made private, but dashboards can (?).

 

Is your report on a dashboard already? 

Dashboard sharing settings can be accessed and changed from the visibility menu at the top right. 

 

Does this help?

Phil Vallender | HubSpot Website Agency

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1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

sharing custom reports

lösung

Hi @rfish3411 

 

Unless I am mistaken, individual reports can not be made private, but dashboards can (?).

 

Is your report on a dashboard already? 

Dashboard sharing settings can be accessed and changed from the visibility menu at the top right. 

 

Does this help?

Phil Vallender | HubSpot Website Agency