HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to change the owner of a report in HubSpot

Here is how to change the owner of a report in hubspot

First click on the "Reporting" icon in the left sidebar
Then click on "Reports" option in the reporting menu
Next hover over the report you want to change the owner and click on the "Actions" dropdown menu next to it
From the Actions menu, select the "Change owner" option
In the "Choose a new owner" dialog, click on the owner dropdown field
Select the new owner from the dropdown list
Finally click on the "Change owner" button in the dialog to confirm the ownership change

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Why should you change the owner of a report in HubSpot

HubSpot is a comprehensive platform designed to streamline marketing, sales, and service processes.

The ability to change the owner of a report in HubSpot ensures seamless collaboration and accurate accountability. This feature is pivotal when team roles change or when specific insights require fresh perspectives.

By reassigning report ownership, teams can maintain clarity and ensure that the right individuals are aligned with the data they need to drive decision-making, enhancing overall workflow efficiency.

Last update

February 6, 2026

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