Quick tipGotchaSmart CRM

Filter a whole dashboard

Filters only hit reports with that data source.

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Dashboard access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: a dashboard filter only affects reports using the data source the property belongs to. Filters don't apply when viewing a single report from view and filter. Quick filters pin properties for all users.

1. In HubSpot

The relevant screen in my demo portal.

Reports list with My dashboards, My reports, Analytics suites, and All reports, Custom reports, Favorites tabs
Analytics suites (1) and the report tabs and filters (2).

2. Worth knowing

If a report ignores the filter, check its data source.

3. Related

Drill-downs.

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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