# \#dashboards-and-reporting

**URL:** https://community.hubspot.com/tag/dashboards-and-reporting/1399.md

[Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md)

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## [Adaptive test page status BUG](https://community.hubspot.com/t/adaptive-test-page-status-bug/162349)

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**Author:** [@wsh-mat](https://community.hubspot.com/u/wsh-mat)\
**Replies:** 0\
**Last updated:** [October 19, 2026, 1:46pm UTC](https://community.hubspot.com/t/adaptive-test-page-status-bug/162349 "2026-10-19T13:46:53Z")

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When running an adaptive test on a page the publish status and test status fields do not change/update after the test is comp…

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## [Adaptive Test - Page Performance BUG](https://community.hubspot.com/t/adaptive-test-page-performance-bug/162348)

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**Author:** [@wsh-mat](https://community.hubspot.com/u/wsh-mat)\
**Replies:** 0\
**Last updated:** [October 19, 2026, 1:43pm UTC](https://community.hubspot.com/t/adaptive-test-page-performance-bug/162348 "2026-10-19T13:43:30Z")

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Pages with an adaptive test have a clear BUG where the Performance Page metrics dashboard does not show the combined metrics …

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## [Dashboards häufiger als alle 10 min aktualisieren + Custom workspaces (?)](https://community.hubspot.com/t/dashboards-haufiger-als-alle-10-min-aktualisieren-custom-workspaces/160884)

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**Author:** [@LMerx](https://community.hubspot.com/u/LMerx)\
**Replies:** 1\
**Last updated:** [October 5, 2026, 6:01am UTC](https://community.hubspot.com/t/dashboards-haufiger-als-alle-10-min-aktualisieren-custom-workspaces/160884 "2026-10-05T06:01:44Z")

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Da die workspaces teilweise nicht gut konfigurierbar sind (z.B. die Benutzung von Custom Objects) wäre es gut wenn man Dashbo…

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## [How can I export project tasks and notes to PDF in HubSpot?](https://community.hubspot.com/t/how-can-i-export-project-tasks-and-notes-to-pdf-in-hubspot/160648)

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**Author:** [@rhysp](https://community.hubspot.com/u/rhysp)\
**Replies:** 2\
**Last updated:** [October 2, 2026, 6:05am UTC](https://community.hubspot.com/t/how-can-i-export-project-tasks-and-notes-to-pdf-in-hubspot/160648 "2026-10-02T06:05:44Z")

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How can I share or print a project’s associated tasks—including complete, formatted task notes—as one implementation plan, wi…

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## [Can default columns be removed in the Team activity summary report?](https://community.hubspot.com/t/can-default-columns-be-removed-in-the-team-activity-summary-report/159522)

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**Author:** [@MHeimann](https://community.hubspot.com/u/MHeimann)\
**Replies:** 1\
**Last updated:** [September 22, 2026, 9:39am UTC](https://community.hubspot.com/t/can-default-columns-be-removed-in-the-team-activity-summary-report/159522 "2026-09-22T09:39:56Z")

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Hi everyone, I’m new to the Community, but I’ve worked with HubSpot for several years. I’m helping a customer who wants to …

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## [LinkedIn Reporting](https://community.hubspot.com/t/linkedin-reporting/158509)

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**Author:** [@MarkF76](https://community.hubspot.com/u/MarkF76)\
**Replies:** 2\
**Last updated:** [September 17, 2026, 9:45am UTC](https://community.hubspot.com/t/linkedin-reporting/158509 "2026-09-17T09:45:31Z")

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I currently have the LinkedIn sales nav syncing and writing back to our HubSpot account. I can see things like connection req…

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## [Recent Traffic Source](https://community.hubspot.com/t/recent-traffic-source/159034)

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**Author:** [@Krishma](https://community.hubspot.com/u/Krishma)\
**Replies:** 5\
**Last updated:** [September 16, 2026, 7:16am UTC](https://community.hubspot.com/t/recent-traffic-source/159034 "2026-09-16T07:16:38Z")

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I’m trying to create a report that shows the source of the most recent form submission, rather than the Original Traffic Sour…

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## [Creating a % to Plan Report Custom (outside of goals)](https://community.hubspot.com/t/creating-a-to-plan-report-custom-outside-of-goals/156412)

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**Author:** [@kelmore1](https://community.hubspot.com/u/kelmore1)\
**Replies:** 3\
**Last updated:** [August 19, 2026, 1:01pm UTC](https://community.hubspot.com/t/creating-a-to-plan-report-custom-outside-of-goals/156412 "2026-08-19T13:01:23Z")

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The goal guage report/graphic doesn’t refresh in dashboards often. I tried to re-create but can’t seem to create a % to goal …

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## [Sankey Report + Dropoff Metrics Unclear](https://community.hubspot.com/t/sankey-report-dropoff-metrics-unclear/153958)

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**Author:** [@LogicWriter](https://community.hubspot.com/u/LogicWriter)\
**Replies:** 2\
**Last updated:** [July 23, 2026, 10:38pm UTC](https://community.hubspot.com/t/sankey-report-dropoff-metrics-unclear/153958 "2026-07-23T22:38:28Z")

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My team and I have been tracking our Lifecycle workflows with Sankey reports. We’ve been digging into the “Dropoff” we see f…

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## [Who originally created a report?](https://community.hubspot.com/t/who-originally-created-a-report/153114)

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**Author:** [@Mazze](https://community.hubspot.com/u/Mazze)\
**Replies:** 2\
**Last updated:** [July 15, 2026, 7:41pm UTC](https://community.hubspot.com/t/who-originally-created-a-report/153114 "2026-07-15T19:41:48Z")

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For many reasons, we would like to know who originally created a report. Currently, you can see who owns a report. And who la…

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## [Academy: Can't complete exercise due to free trial/no data](https://community.hubspot.com/t/academy-cant-complete-exercise-due-to-free-trial-no-data/151537)

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**Author:** [@jenmerk321](https://community.hubspot.com/u/jenmerk321)\
**Replies:** 3\
**Last updated:** [June 30, 2026, 11:19am UTC](https://community.hubspot.com/t/academy-cant-complete-exercise-due-to-free-trial-no-data/151537 "2026-06-30T11:19:33Z")

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Hello! I just completed my HubSpot Reporting Certification yesterday, but today I received a notification "Sorry. You didn’t pass the \`Explore Your HubSpot Analytics\` exercise this time." There is no information as to w…

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## [Paid Search Traffic from forms categorized properly for reporting](https://community.hubspot.com/t/paid-search-traffic-from-forms-categorized-properly-for-reporting/151406)

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**Author:** [@jillaworth](https://community.hubspot.com/u/jillaworth)\
**Replies:** 3\
**Last updated:** [June 26, 2026, 1:54pm UTC](https://community.hubspot.com/t/paid-search-traffic-from-forms-categorized-properly-for-reporting/151406 "2026-06-26T13:54:25Z")

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Hi, we want to make sure that all of our paid search traffic is not recategorized as direct traffic in the HS analytics dashboard, despite being indicated that the traffic/leads were being generated from Paid Search acc…

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## [Feature Request: Include Total Opens and Total Clicks in HubSpot Reporting & Exports](https://community.hubspot.com/t/feature-request-include-total-opens-and-total-clicks-in-hubspot-reporting-exports/151238)

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**Author:** [@JTMassey](https://community.hubspot.com/u/JTMassey)\
**Replies:** 7\
**Last updated:** [June 25, 2026, 3:52pm UTC](https://community.hubspot.com/t/feature-request-include-total-opens-and-total-clicks-in-hubspot-reporting-exports/151238 "2026-06-25T15:52:10Z")

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I’d love to see HubSpot make Total Opens and Total Clicks available as standard metrics in both on-screen reports and exports. Unique metrics are valuable for measuring reach, but they don’t tell the full story for edit…

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## [Export a list of dashboards and reports in HubSpot](https://community.hubspot.com/t/export-a-list-of-dashboards-and-reports-in-hubspot/151220)

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**Author:** [@Honganh](https://community.hubspot.com/u/Honganh)\
**Replies:** 2\
**Last updated:** [June 24, 2026, 10:53am UTC](https://community.hubspot.com/t/export-a-list-of-dashboards-and-reports-in-hubspot/151220 "2026-06-24T10:53:59Z")

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Hi everyone,:smiling\_face\_with\_three\_hearts: I’m new to the HubSpot Community and would appreciate your advice on the following. We currently have multiple dashboards and reports that were created over time by differen…

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## [Improve Customer Experience with HubSpot Customer Journey Analytics](https://community.hubspot.com/t/improve-customer-experience-with-hubspot-customer-journey-analytics/77076)

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**Author:** [@danmoyle](https://community.hubspot.com/u/danmoyle)\
**Replies:** 8\
**Last updated:** [February 2, 2024, 9:06pm UTC](https://community.hubspot.com/t/improve-customer-experience-with-hubspot-customer-journey-analytics/77076 "2024-02-02T21:06:36Z")

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We’ve all heard the adage that you can’t improve what you don’t measure. But how do you measure a journey that isn’t exactly linear? What if your customer’s journey isn’t a straight line? This is why I’m loving HubSpot…

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## [Rapport](https://community.hubspot.com/t/rapport/89917)

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**Author:** [@clenoir0](https://community.hubspot.com/u/clenoir0)\
**Replies:** 9\
**Last updated:** [September 21, 2023, 8:45am UTC](https://community.hubspot.com/t/rapport/89917 "2023-09-21T08:45:39Z")

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Bonjour à toute la communauté N’étant pas une spécialiste de l’outil, je sollicite votre aide pour la créeation d’un rapport. J’ai réussi à créer un rapport par rapport à une propriété sur un ticket mais je ne parviens …

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## [Marketing Analytics Dashboards](https://community.hubspot.com/t/marketing-analytics-dashboards/89102)

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**Author:** [@SHand0](https://community.hubspot.com/u/SHand0)\
**Replies:** 5\
**Last updated:** [September 6, 2023, 7:47pm UTC](https://community.hubspot.com/t/marketing-analytics-dashboards/89102 "2023-09-06T19:47:37Z")

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Hi there fellow Hubolutionists. Is there a way to filter a dashboard and select a different color or visual represenation shape for the social analytics displayed in dashboards?

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## [Did something change with reports?](https://community.hubspot.com/t/did-something-change-with-reports/78779)

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**Author:** [@Stillskill](https://community.hubspot.com/u/Stillskill)\
**Replies:** 1\
**Last updated:** [April 6, 2023, 2:11pm UTC](https://community.hubspot.com/t/did-something-change-with-reports/78779 "2023-04-06T14:11:47Z")

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I use the pivot report most commonly, and more and more I’m getting “report is too large to display,” even though the number of items has not increased substantially. I have a pivot that had a colum of Deal Owner, Rows …

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## [Próximo HUG | Reporting & Dashboards en HubSpot](https://community.hubspot.com/t/proximo-hug-reporting-dashboards-en-hubspot/62220)

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**Author:** [@CarolinaConnext](https://community.hubspot.com/u/CarolinaConnext)\
**Replies:** 1\
**Last updated:** [August 3, 2022, 1:51pm UTC](https://community.hubspot.com/t/proximo-hug-reporting-dashboards-en-hubspot/62220 "2022-08-03T13:51:50Z")

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Hola comunidad! :blush: ¿Quién conoce aquí todos los entresijos de los resports automatizados en HubSpot? Si te interesa aprender a crear informes de analítica personalizados que te ayuden a detectar con rapidez nuevas…
