HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to clone a report on a dashboard in HubSpot

Here is how to clone a report on a dashboard in hubspot

  1. First click on the "Charts" icon in the left sidebar menu
  2. Then click on "Dashboards" in the expanded submenu
  3. Next click on the dashboard title dropdown in the top left corner
  4. Select the dashboard that contains the report you want to clone
  5. Next, hover over the report you want to rclone and click on the "Actions" menu (three dots)
  6. Select "Clone" from the dropdown menu
  7. In the dialog box, enter a new name for the cloned report
  8. Choose whether to "Don't add to a dashboard", "Add the report to an existing dashboard" or "Add to new dashboard"
  9. If you choose to aadd it to an existing dashboard then select a dashboard from the dashboard list
  10. Finally, click the "Save & add" button to complete the cloning process
  11. The report name has been successfully cloned

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Why should you clone a report on a dashboard in HubSpot

HubSpot serves as a powerful platform designed to enhance marketing, sales, and customer service efforts.

The option to clone a report on a dashboard in HubSpot is a feature that maximizes efficiency. Cloning reports allows users to quickly replicate data views without starting from scratch, making it an invaluable tool for time management.

This feature empowers teams to maintain consistency across various dashboards, ensuring data integrity while allowing for customization. Utilizing report cloning can significantly streamline analytical processes and aid in strategic decision-making.

Last update
February 6, 2026
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