Super Admins or users with the Edit reports permission can view and make changes to dashboards, depending on their access level and ownership.
Create dashboards
- In your HubSpot account, click Reporting > Reports > My Dashboard icon on the left navigation bar
- In the upper right, click Create dashboard.
- Choose one of the following options:
Select a pre-made dashboard template:
- In the left panel, select the type of dashboard templates you want to view.
- Select a dashboard template.
- In the right panel, review the included reports and clear the checkboxes for any you don’t want.
- Click Next.
Blank dashboard:
- Select Blank dashboard to create a dashboard with no reports.
- In the right panel, enter a dashboard name.
- To set user access, click the Visibility dropdown and choose one of the following:
- Private to owner: only you and admins can view and edit the dashboard.
- Everyone: all users in your account can access the dashboard.
- Choose View and edit or View only.
- Only specific users and teams (available based on subscription):
- Choose View and edit or View only, then select the users and teams.
- Click Create dashboard
