Another great feature of HubSpot’s reporting tool is grouping reports into dashboards. There are some pre-built dashboards that you can save with a single click. Additionally, there is the option to create a blank dashboard.
Here is a list of actions that can be applied to the panels to configure it to your liking:
Cloning reports will make it easier for you to create a new report similar to an existing one. Simply clone it and modify it instead of creating a new one from scratch.
Filtering Reports
You can filter reports on your dashboard or customize it. When filtering, you will be given different options depending on the report type, such as filtering by date range or device types for the traffic report. You can also physician database filter your entire dashboard directly by date range, owners, teams, deal pipeline, or ticket pipeline panelreport.
Moving or copying
To different dashboards is especially useful when you have different teams working with HubSpot, such as sales and marketing teams. Your teams will likely need to view the same report, filter it, or break it consulting back to the index how seo down by different parameters, so copying a report to both Marketing and Sales Dashboards and tailoring them for each team rather than modifying a report over and over again is definitely a good idea.
Exporting Reports
HubSpot allows you to export both your data and your visual reports and dashboards in a variety of formats (CSV, XLSX or PDF, PPTX, and PNG ZIP for visual data and dashboards). You can also choose afb directory a delivery frequency, so HubSpot will automatically email your updated dashboard to all stakeholders at the date, time, and frequency you choose.
You can change visibility settings, access, and ownership. Additionally, with HubSpot’s reporting tools, you can create reports that are visible only to you, your team, or everyone. You can also choose whether or not everyone can edit the report.
Data Visualization Best Practices
There are several ways to visualize your data with HubSpot. Below is a list of report types and some tips on when it’s most appropriate to use them.