How do I make a report private in HubSpot?

Once you have made a report private, only the user who created the report will be able to see it. Other users will not be able to see the report in the My Reports list or in any dashboards.

Sure, I can help you with that. Here are the steps on how to make a report private in HubSpot:

  1. Go to Reports > My Reports.
  2. Click the Report that you want to make private.
  3. Click the Manage access button.
  4. In the Permissions section, select Private to owner.
  5. Click Save.

Once you have made a report private, only the user who created the report will be able to see it. Other users will not be able to see the report in the My Reports list or in any dashboards.

Here are some things to keep in mind when making a report private:

  • Private reports cannot be shared with teams or other users.
  • Private reports will still be visible to super-admins.
  • If you make a report private and then change the report access settings, the report will not become visible to other users automatically. You will need to manually make the report visible to other users.

I hope this helps! Let me know if you have other questions.