Navigate to the Reports Tool
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In your HubSpot account, go to:
Reports > Reports
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You’ll see a list of all reports you’ve created or have access to.
Find the Report You Want to Edit
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Use the search bar or filters to find your report.
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Hover over the report name, then click the Actions menu (⋯).
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Select Edit.
Note: If you don’t see the “Edit” option, it may be a prebuilt HubSpot report. In that case, you’ll need to clone it first (see Tip below).
Make Your Edits
Once you're in the report builder:
You can:
- Change filters (e.g., deal stage, date range, owner)
- Add or remove properties (e.g., contact source, company name)
- Adjust visualization type (e.g., bar chart, pie chart, table)
- Group data by different values (e.g., by month, by team)
- Rename the report if needed
Use the right-hand panels to modify:
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Filters
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X and Y axes
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Data sources (if available)
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Display options
Tip: Click Preview to see how your changes affect the data in real time.
Save or Update the Report
Once you’ve made your changes:
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Click Update (if editing an existing report)
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Or click Save as new if you want to preserve the original version
You’ll have the option to:
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Add the report to a dashboard
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Set visibility (private, shared with your team, or public)
Pro Tip: Can’t Edit? Try Cloning
If the report is read-only (e.g., a default HubSpot report):
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Go to the report list.
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Click Actions > Clone.
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Open the cloned version and click Edit.
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Make changes, then Save or Add to a Dashboard.
You’re Done!
Your updated report is now live and available in:
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Reports > Reports
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Any dashboards it’s been added to