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Hubsessed Office Hours — Reporting & Dashboards

Hubsessed Office Hours - Reporting and Dashboards - Oct 7, 2026

Hosts: Joshua Oakes, Madelyn Donovan

Wednesday, October 7, 2026

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Joshua Oakes and Madelyn Donovan open the Reporting & Dashboards lane: agreeing on a report's definitions before building it, numbers versus data, color that helps people connect the dots, reports on records, the new report view on index pages, and a naming pattern for saved reports.

Key takeaways

Ask what a report is for, and agree on its definitions with the people asking, before you build it.

For any stage-to-stage report, settle the denominator first. Joshua: misleading reports are more dangerous than no data.

Numbers are not data until they match how the business really works. A table view and report view can show how often a key property is empty.

Use color on purpose, so people can connect a summary with its detail and a rep keeps one color across every report.

Reports about one record belong on that record; reports about all of your data belong on a dashboard.

The report view on index pages answers quick questions from the table's own filters and columns, without another saved report.

Name saved reports Intent - Breakdown - Timescale, with short timescale codes such as LW, TM or T90, so similar reports stay easy to tell apart.

Before you change a report, check the warning about the other dashboards it appears on.

Questions answered

  1. 00:00Welcome to Reporting & Dashboards
  2. 01:57The most rewarding report lately
  3. 06:47People don't always know what they need from a report
  4. 08:47Start with the denominator
  5. 11:38Numbers versus data
  6. 12:59Color that helps people connect the dots
  7. 17:21Maslow's hierarchy of reporting needs
  8. 17:52Chris's question: reports versus index page views
  9. 23:58The report view on index pages
  10. 29:32Chris's question: naming saved reports
  11. 31:13Intent, breakdown, timescale
  12. 36:12HubSpot's templated report names and the breakdown
  13. 38:11A table beside the chart
  14. 39:59When one report sits on several dashboards
  15. 41:35New features, goals and forecasting
  16. 43:10Color themes and a wish list
  17. 45:59Pattern fills
  18. 47:15Property colors and conditional formatting
  19. 48:53Bring your questions

Transcript

This transcript was generated by AI and may contain errors. It is provided to help you skim and search the conversation.

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