# \#dashboards

**URL:** https://community.hubspot.com/tag/dashboards/596.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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## [Charts do not make good use of space](https://community.hubspot.com/t/charts-do-not-make-good-use-of-space/162841)

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**Author:** [@david-z](https://community.hubspot.com/u/david-z)\
**Replies:** 1\
**Last updated:** [October 23, 2026, 3:27pm UTC](https://community.hubspot.com/t/charts-do-not-make-good-use-of-space/162841 "2026-10-23T15:27:55Z")

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On HubSpot dashboards, reports often make poor use of space. On charts with legends like the pie chart below, the legend will…

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## [Reporting API: add dashboard membership (dashboardIds) to the report object](https://community.hubspot.com/t/reporting-api-add-dashboard-membership-dashboardids-to-the-report-object/160600)

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**Author:** [@Kristiina](https://community.hubspot.com/u/Kristiina)\
**Replies:** 1\
**Last updated:** [October 20, 2026, 2:40pm UTC](https://community.hubspot.com/t/reporting-api-add-dashboard-membership-dashboardids-to-the-report-object/160600 "2026-10-20T14:40:41Z")

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We can list the reports on a dashboard with GET /reports?dashboardId={id}, and filter with onDashboard. We can’t go the other…

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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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## [Artifact/Document on Dashboards](https://community.hubspot.com/t/artifact-document-on-dashboards/159813)

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**Author:** [@marcyc-730](https://community.hubspot.com/u/marcyc-730)\
**Replies:** 1\
**Last updated:** [October 7, 2026, 8:55pm UTC](https://community.hubspot.com/t/artifact-document-on-dashboards/159813 "2026-10-07T20:55:27Z")

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I can build an artifact or document with Breeze that will pull and do what I need it to do but then I can’t turn that into a …

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## [Reporting API: let private apps manage tags on reports and dashboards](https://community.hubspot.com/t/reporting-api-let-private-apps-manage-tags-on-reports-and-dashboards/160594)

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**Author:** [@Kristiina](https://community.hubspot.com/u/Kristiina)\
**Replies:** 1\
**Last updated:** [October 5, 2026, 4:02pm UTC](https://community.hubspot.com/t/reporting-api-let-private-apps-manage-tags-on-reports-and-dashboards/160594 "2026-10-05T16:02:51Z")

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. The Reporting API (2027-03-beta) handles reading tags well. ?properties=tags returns them on reports and dashboards, and ?…

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## [Reporting API: return total view count on reports and dashboards](https://community.hubspot.com/t/reporting-api-return-total-view-count-on-reports-and-dashboards/160601)

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**Author:** [@Kristiina](https://community.hubspot.com/u/Kristiina)\
**Replies:** 0\
**Last updated:** [October 1, 2026, 2:53pm UTC](https://community.hubspot.com/t/reporting-api-return-total-view-count-on-reports-and-dashboards/160601 "2026-10-01T14:53:38Z")

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The Reporting API returns lastViewedAt and lastViewedByUserId, which tell us when a report or dashboard was last opened. They…

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## [Custom Report Builder: Formula Fields](https://community.hubspot.com/t/custom-report-builder-formula-fields/130817)

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**Author:** [@PHA\_iPadag](https://community.hubspot.com/u/PHA_iPadag)\
**Replies:** 5\
**Last updated:** [October 1, 2026, 2:28pm UTC](https://community.hubspot.com/t/custom-report-builder-formula-fields/130817 "2026-10-01T14:28:02Z")

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Trying to create a report that is a count of our total Deals that are marked as Closed Won or Closed Lost as a single count. …

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## [Dashboard setups for sales teams - Revenue, calls & meetings KPI](https://community.hubspot.com/t/dashboard-setups-for-sales-teams-revenue-calls-meetings-kpi/125271)

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**Author:** [@DCullen2](https://community.hubspot.com/u/DCullen2)\
**Replies:** 2\
**Last updated:** [October 1, 2026, 9:04am UTC](https://community.hubspot.com/t/dashboard-setups-for-sales-teams-revenue-calls-meetings-kpi/125271 "2026-10-01T09:04:36Z")

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Hi Community, Looking for advice on the best dashboard / report setups for sales teams. Ideally would like to track individu…

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## [Dashboard Report builds that reflect overall engagement including both products/line items and Forms](https://community.hubspot.com/t/dashboard-report-builds-that-reflect-overall-engagement-including-both-products-line-items-and-forms/127512)

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**Author:** [@YourSuperFriend](https://community.hubspot.com/u/YourSuperFriend)\
**Replies:** 7\
**Last updated:** [September 23, 2026, 1:32pm UTC](https://community.hubspot.com/t/dashboard-report-builds-that-reflect-overall-engagement-including-both-products-line-items-and-forms/127512 "2026-09-23T13:32:08Z")

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Hiya HubSpotters, I’ve been building an Adoption Dashboard for my organisation and I’m having trouble creating high-level re…

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## [Notifications for unused custom reports and when close to limit](https://community.hubspot.com/t/notifications-for-unused-custom-reports-and-when-close-to-limit/158903)

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**Author:** [@NKieran6](https://community.hubspot.com/u/NKieran6)\
**Replies:** 0\
**Last updated:** [September 14, 2026, 6:41pm UTC](https://community.hubspot.com/t/notifications-for-unused-custom-reports-and-when-close-to-limit/158903 "2026-09-14T18:41:59Z")

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Ability to create a notification or workflow with internal email to notify when the following applies: Number of custom repo…

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## [Power BI reports implemented into Dashboard](https://community.hubspot.com/t/power-bi-reports-implemented-into-dashboard/54259)

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**Author:** [@SMartinPrevex](https://community.hubspot.com/u/SMartinPrevex)\
**Replies:** 5\
**Last updated:** [September 14, 2026, 3:14pm UTC](https://community.hubspot.com/t/power-bi-reports-implemented-into-dashboard/54259 "2026-09-14T15:14:05Z")

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I have gotten this request from multiple people. To implementing our existing PowerBI reports into the hubspot dashboard (or…

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## [How to alternate between multiple dashboards automatically](https://community.hubspot.com/t/how-to-alternate-between-multiple-dashboards-automatically/109765)

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**Author:** [@TrentonShaw](https://community.hubspot.com/u/TrentonShaw)\
**Replies:** 7\
**Last updated:** [September 12, 2026, 8:30pm UTC](https://community.hubspot.com/t/how-to-alternate-between-multiple-dashboards-automatically/109765 "2026-09-12T20:30:05Z")

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Hello, I’m struggling to find a way to get one screen to scroll through a series of dashboards. We’re a comparatively small …

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## [Is there a native dark mode theme for the HubSpot CRM? 🌌🌑](https://community.hubspot.com/t/is-there-a-native-dark-mode-theme-for-the-hubspot-crm/119215)

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**Author:** [@trevor\_stratus](https://community.hubspot.com/u/trevor_stratus)\
**Replies:** 20\
**Last updated:** [September 10, 2026, 11:12am UTC](https://community.hubspot.com/t/is-there-a-native-dark-mode-theme-for-the-hubspot-crm/119215 "2026-09-10T11:12:10Z")

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Hey guys, I love HubSpot. It’s really easy to use, and the UI design is pretty solid, especially the newer redesign. However…

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## [Dynamic Team filter in "Views" (Companies, Deals, Leads)](https://community.hubspot.com/t/dynamic-team-filter-in-views-companies-deals-leads/157564)

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**Author:** [@AlcaR](https://community.hubspot.com/u/AlcaR)\
**Replies:** 0\
**Last updated:** [August 31, 2026, 3:36pm UTC](https://community.hubspot.com/t/dynamic-team-filter-in-views-companies-deals-leads/157564 "2026-08-31T15:36:46Z")

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This request is tagged under “Dashboards, reports”, but is related to VIEWS. Dashboard and reports have this possibility to …

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## [Preserved selected records when using the search bar within a Company view](https://community.hubspot.com/t/preserved-selected-records-when-using-the-search-bar-within-a-company-view/157374)

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**Author:** [@EMusawi0](https://community.hubspot.com/u/EMusawi0)\
**Replies:** 0\
**Last updated:** [August 28, 2026, 4:17pm UTC](https://community.hubspot.com/t/preserved-selected-records-when-using-the-search-bar-within-a-company-view/157374 "2026-08-28T16:17:29Z")

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It would be very helpful if HubSpot preserved selected records when using the search bar within a Company view. Currently, i…

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## [How can I view weekly health score trends and reports in HubSpot?](https://community.hubspot.com/t/how-can-i-view-weekly-health-score-trends-and-reports-in-hubspot/144678)

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**Author:** [@PMenkar1](https://community.hubspot.com/u/PMenkar1)\
**Replies:** 10\
**Last updated:** [August 11, 2026, 10:35am UTC](https://community.hubspot.com/t/how-can-i-view-weekly-health-score-trends-and-reports-in-hubspot/144678 "2026-08-11T10:35:26Z")

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Is there a way to see trends in Health scores by weekly basis? I am trying to create a report which shows aggregate of all H…

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## [More Cooperative Dashboard](https://community.hubspot.com/t/more-cooperative-dashboard/155443)

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**Author:** [@ChelsyAtGWS](https://community.hubspot.com/u/ChelsyAtGWS)\
**Replies:** 0\
**Last updated:** [August 6, 2026, 5:35pm UTC](https://community.hubspot.com/t/more-cooperative-dashboard/155443 "2026-08-06T17:35:51Z")

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Allowing the following abilities in Dashboards would dramatically improve the look and feel of them: Ability to create div…

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## [Monitor data quality and usage of Hubspot](https://community.hubspot.com/t/monitor-data-quality-and-usage-of-hubspot/100055)

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**Author:** [@AH11](https://community.hubspot.com/u/AH11)\
**Replies:** 4\
**Last updated:** [July 22, 2026, 9:06am UTC](https://community.hubspot.com/t/monitor-data-quality-and-usage-of-hubspot/100055 "2026-07-22T09:06:44Z")

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Hi! I’m working on a dashboard to monitor the data quality on Hubspot at the contacts, companies, and deals level (basical…

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## [Best way to track LinkedIn SDR activity & outcomes in HubSpot](https://community.hubspot.com/t/best-way-to-track-linkedin-sdr-activity-outcomes-in-hubspot/145672)

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**Author:** [@Abdulk](https://community.hubspot.com/u/Abdulk)\
**Replies:** 4\
**Last updated:** [July 1, 2026, 8:45pm UTC](https://community.hubspot.com/t/best-way-to-track-linkedin-sdr-activity-outcomes-in-hubspot/145672 "2026-07-01T20:45:58Z")

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Hi everyone, I’m setting up performance tracking for my SDR team and want to measure LinkedIn-based outbound activity and outcomes inside HubSpot. Specifically, I want to track the following per SDR: Number of Linked…

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## [Transactional Email Reporting](https://community.hubspot.com/t/transactional-email-reporting/151740)

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**Author:** [@Vscarna](https://community.hubspot.com/u/Vscarna)\
**Replies:** 0\
**Last updated:** [June 30, 2026, 8:21pm UTC](https://community.hubspot.com/t/transactional-email-reporting/151740 "2026-06-30T20:21:55Z")

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Having the ability to have a single native dashboard that shows total transactional email sends across all transactional emails in one place.

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## [Enable open tracking for recurring Dashboard/Report email subscriptions](https://community.hubspot.com/t/enable-open-tracking-for-recurring-dashboard-report-email-subscriptions/151698)

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**Author:** [@ACARCEL](https://community.hubspot.com/u/ACARCEL)\
**Replies:** 1\
**Last updated:** [June 30, 2026, 3:27pm UTC](https://community.hubspot.com/t/enable-open-tracking-for-recurring-dashboard-report-email-subscriptions/151698 "2026-06-30T15:27:13Z")

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Every month, I send a recurring dashboard email (via the native “send dashboard by email” / report subscription feature) to my associates to encourage CRM adoption and keep them updated on key metrics. Right now, there’…

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## [Contain images in dashboards and allow to hide title](https://community.hubspot.com/t/contain-images-in-dashboards-and-allow-to-hide-title/151691)

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**Author:** [@1stClaas](https://community.hubspot.com/u/1stClaas)\
**Replies:** 0\
**Last updated:** [June 30, 2026, 2:21pm UTC](https://community.hubspot.com/t/contain-images-in-dashboards-and-allow-to-hide-title/151691 "2026-06-30T14:21:38Z")

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If you add images to a dashboard, in our case to make it look nicer with CI headlines / cover images per chart, then you have to select a title (in our case I just made a dot to make it work). Furthermore, images are sho…

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## [visitor type](https://community.hubspot.com/t/type-de-visiteur/151489)

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**Author:** [@layher](https://community.hubspot.com/u/layher)\
**Replies:** 0\
**Last updated:** [June 26, 2026, 12:41pm UTC](https://community.hubspot.com/t/type-de-visiteur/151489 "2026-06-26T12:41:00Z")

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It would be interesting to know the type of visitor in general, not just when they submit a form. This would allow for more precise reporting.

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## [Disable storage of email signatures in 'attachments' section of deals](https://community.hubspot.com/t/disable-storage-of-email-signatures-in-attachments-section-of-deals/146536)

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**Author:** [@Shongololo](https://community.hubspot.com/u/Shongololo)\
**Replies:** 3\
**Last updated:** [June 24, 2026, 3:02pm UTC](https://community.hubspot.com/t/disable-storage-of-email-signatures-in-attachments-section-of-deals/146536 "2026-06-24T15:02:44Z")

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We want to start using the attachment section in Deals to store contract files (external pdfs), so that we can easily track which contract belongs to which deal. Unfortunately, the attachment section in all our deals ar…

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## [Reports under property history](https://community.hubspot.com/t/informes-bajo-historial-de-propiedades/149424)

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**Author:** [@Diani\_V](https://community.hubspot.com/u/Diani_V)\
**Replies:** 1\
**Last updated:** [May 18, 2026, 8:22pm UTC](https://community.hubspot.com/t/informes-bajo-historial-de-propiedades/149424 "2026-05-18T20:22:34Z")

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Hello everyone!!! For business analysis and comparisons with contact management, there is a need to have a report, a segment, or the ability to view contacts who, within a date range, have si…

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## [How to Create Super Dashboard](https://community.hubspot.com/t/how-to-create-super-dashboard/136135)

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**Author:** [@Deep\_Kwatra](https://community.hubspot.com/u/Deep_Kwatra)\
**Replies:** 3\
**Last updated:** [April 16, 2026, 9:39am UTC](https://community.hubspot.com/t/how-to-create-super-dashboard/136135 "2026-04-16T09:39:48Z")

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Hey Guys, I am looking to create a Super Dashboard in the instance in order to place every webinar/event’s Dashboard Tile under it. So in one Super Dashboard, I am able to get data of each webinar/event happened. Is it …

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## [CSV Sourced Lead Attribution Reportig](https://community.hubspot.com/t/csv-sourced-lead-attribution-reportig/147963)

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**Author:** [@TLarson5](https://community.hubspot.com/u/TLarson5)\
**Replies:** 2\
**Last updated:** [April 2, 2026, 8:39pm UTC](https://community.hubspot.com/t/csv-sourced-lead-attribution-reportig/147963 "2026-04-02T20:39:55Z")

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Hi there HubSpot commuinity - In need of some help. When you recieve a CSV of leads (trade show or a parner hosted webinar) how are you all handling deal attribution? I know that CVS associated to Campaigns creates so…

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## [Editing reports from dashboard now takes me to a list of all reports when I'm done editing](https://community.hubspot.com/t/editing-reports-from-dashboard-now-takes-me-to-a-list-of-all-reports-when-im-done-editing/147962)

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**Author:** [@hellokyliep](https://community.hubspot.com/u/hellokyliep)\
**Replies:** 0\
**Last updated:** [April 2, 2026, 4:54pm UTC](https://community.hubspot.com/t/editing-reports-from-dashboard-now-takes-me-to-a-list-of-all-reports-when-im-done-editing/147962 "2026-04-02T16:54:17Z")

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When I edit a report from a dashboard and then close the report, HubSpot now takes me to the full Reports list instead of returning me to the dashboard I started from. This is recent change, and it adds unnecessary click…

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## [Reporting on engaged contacts in 2021](https://community.hubspot.com/t/reporting-on-engaged-contacts-in-2021/49054)

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**Author:** [@Edyta7510](https://community.hubspot.com/u/Edyta7510)\
**Replies:** 4\
**Last updated:** [March 26, 2026, 3:16pm UTC](https://community.hubspot.com/t/reporting-on-engaged-contacts-in-2021/49054 "2026-03-26T15:16:14Z")

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Hello Community ! I’d like to create a report showing contacts who have actively engaged with marketing activity in 2021: - submitted a form (this can be done with a filter, I know) - clicked a link in one of our emai…

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