Quick tipHow toSmart CRM

Add reports to CRM records

Metrics in context on the record.

Subscription
Check the KB for tier
Permissions
Record customization and report access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: add custom and cross-object report cards to record pages so teams see metrics in context. Use the Report dropdown to pick one.

1. In HubSpot

The relevant screen in my demo portal.

Record Customization tab for Companies with Create team view and a Default view row
Create team view (1) and the Default view (2).

2. Worth knowing

Check permissions in the KB; viewers need access to the report data.

3. Related

Record layouts by team.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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