How to add a new report to your dashboard in HubSpot

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

HubSpot is a comprehensive platform designed to help businesses grow by integrating marketing, sales, and service tools.

Adding a new report to your dashboard in HubSpot allows you to customize the data you see, keeping essential metrics at your fingertips.

With tailored reports, you can efficiently track performance, identify trends, and make informed decisions that drive your business forward.

This feature not only enhances your analytical capabilities but also empowers teams with real-time insights, fostering a data-driven culture.

Last updateFebruary 12, 2026