Скачать или смотреть How to add reports to your records in HubSpot

Want to supercharge your HubSpot records? 💡 By adding reports directly to your records, you can access all your essential metrics in one convenient place.

This step-by-step tutorial will show you how to set up Report Cards for seamless data visibility.

1. Log into your HubSpot account.
2. Click the Settings icon.
3. On the left panel, navigate to Objects and select the record type.
4. Go to the Record Customization tab and choose Card Library.
5. Click Create Card and select the Report Card option.
6. Enter the Report Name and Internal Name, then select the report you want to display in your object records.
7. Adjust the filter options and click Save.
8. Navigate to your view, click Add Cards, and add the report card.
9. Arrange the card to your liking and click Save or Save and Exit.
10. Open an object (e.g., Contacts) and pick any record to see the newly added Report Card under the Overview Tab.

Simplify your workflows and make smarter decisions with custom Report Cards in HubSpot!

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