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Report

Report embeds an existing HubSpot report using HubSpot’s native CRM component. Card Studio does not create the report; it must already exist in HubSpot.

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Availability

Report can be used in the middle column, preview panel, and Help desk sidebar. It cannot be used in the regular CRM sidebar.

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Add and configure

  1. Open the report you want in HubSpot.
  2. Copy the report’s number from the address bar.
  3. Add Report from CRM data.
  4. Paste the number into Report number.
The report number is required and can be up to 30 characters. An empty default block makes the card invalid until the number is filled in.

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Data, rules, and steps

The report’s underlying data, filters, and visualization are managed in HubSpot. Card Studio can only place it, assign it to a step, and control its visibility as a whole.

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Limitations and tips

The user must have access to the report and its data in HubSpot. A report can therefore work for an administrator and be empty or unavailable for another role. Report IDs are portal-specific. A template with a fixed report number won’t necessarily work in another portal. Document which dashboard/report the card depends on. Use Chart if the visualization should be built directly from a Card Studio list instead of an existing HubSpot report.