Hubsessed Office Hours — Reporting and Dashboards

Don't name a report for one dashboard

Madelyn Donovan · Thursday, October 8, 2026

I'm guilty of creating a lot of reports and then forgetting to delete them after I've used them. So I'm not the best use case for this. But consistency is the main thing. Once you understand how reports work throughout HubSpot, you realize a report isn't only accessible through this one dashboard. You can add it to other dashboards. And if I name it last week, but I'm using quick filters to make it last week, that name might not make any sense in other contexts. Keep the concrete things in the name, and be descriptive while keeping it concise. What's the oldest report name in your portal that only made sense on one dashboard? Replay clip from Hubsessed Office Hours: Reporting and Dashboards. Joshua Oakes and I hosted as equals. Clip page: https://www.hubsessed.io/clips/rd-2026-10-07-dont-name-it-last-week