Quick tipHow toSmart CRM

Find and organize reports in HubSpot: the reports list, favorites, and analytics suites

Reports pile up. The reports list has views, favorites, tags and owner controls to keep them findable.

Subscription
All tiers; analytics suites vary by subscription
Permissions
Reports access
Time
4 min · Beginner
Last verified

Short answer

Reporting, Reports lists every saved report with tabs for All, Custom and Favorites, filters for dashboard, owner and tags, and list or grid view. Hover a report to change its owner, manage access (only for reports not on dashboards), or add it to a dashboard. The left sidebar holds the Analytics suites for Marketing, Sales, Service and Revenue, which you can also export from.

1. The list

My demo portal has 23 reports and 5 dashboards.

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. Keep it tidy

  • Star reports you open often so they show in Favorites.
  • Tag reports by team or purpose, then filter by tag.
  • Change owner when someone leaves, so reports are not orphaned.
  • Account Cleanup can delete unused reports. See Account Cleanup.

3. Analytics suites

The Marketing, Sales, Service and Revenue suites hold HubSpot's built-in analytics, such as web traffic analysis. Expand a suite and category to open a report and export it.

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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