Hubsessed Office Hours: Reporting and Dashboards

AI said Data Hub Pro. The UI already solved it.

Chris Carolan · Wednesday, October 21, 2026

You ask an AI how to do something in HubSpot, and it tells you how. Then you get in there and it's "oh no, you need enterprise, you need pro, you need this too." Lorelei Uribe brought exactly that to Reporting and Dashboards Office Hours, and told us the fix from an earlier Office Hours conversation worked for her. Here is what I think is happening. Once a custom coded action (a workflow step where you write code) is the frame, the only option left is Data Hub Pro at least. Plenty of humans in this ecosystem would have given you the same answer. What we talked about earlier was that most of the things you've required custom coded actions for have been solved for in the UI, like associations and line items. So when an AI hands you a plan that needs a higher tier, check whether the HubSpot UI already solves it before you commit. https://www.hubsessed.io/office-hours/reporting-dashboards/2026-10-21