Here is how to add a new report to your dashboard in hubspot
- First click on the Reports icon in the left sidebar
- Then click on the "Dashboards" item in the expanded menu
- Next click on the dashboard title dropdown in the top left corner
- Select the specific dashboard you want to add a new report to
- Now click on the "Add report" button in the top right corner
- From the dropdown menu, select "From saved reports" or "Create report"
- If you choose "From saved reports", then select a saved report
- Click on "Add to dashboard" in the top menu
- Next click on "Add to dashboard" button to finalize
- Alternatively, click on "Create report" to create a new report
- Next, filter to find a template, select a data source and visualization type
- Then select the report template that best fits your needs
- In the modal window, click on the "Save report" button
- Next in the right panel, select "Add to existing dashboard" and choose a dashboard from the dropwn menu
- Finally, click on "Save & add" button to create the new report
- You have now successfully created and added a new report to your dashboard
