Feature Status: In beta | Release Impact: Low

Add Custom Tags to Reports List

Content Enterprise, Content Pro, Ops Pro, Ops Enterprise, Enterprise Customer Platform, Marketing Pro, HubSpot for Marketers Enterprise, Professional Customer Platform, Marketing Enterprise, HubSpot for Marketers Pro, Smart CRM Enterprise, Smart CRM Pro, Commerce Pro, Commerce Enterprise

What is it?

You can now add custom tags to any report from the reports list page to organize and categorize your reporting.

Why does it matter?

As organizations grow, so do the number of reports. You can now use custom tags to bring structure and context to your reporting without the need to edit report names or folder structures. This helps you share knowledge and stay organized with labeling that matches internal workflows.

How does it work?

  • Navigate to Reports in your HubSpot portal
  • Find the report you want to tag, click the Actions (⋯) dropdown, then select Set tags. This opens the tags dialog.
  • Search and select an existing tag from the dropdown
  • Your selected tags will appear in the Tags column of the reports list

 

Who gets it?

Marketing Hub Professional, Marketing Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Content Hub Professional, Content Hub Enterprise Operations Hub Professional, Operations Hub Enterprise

Topics: Content Enterprise, Content Pro, Ops Pro, Ops Enterprise, Enterprise Customer Platform, Marketing Pro, HubSpot for Marketers Enterprise, Professional Customer Platform, Marketing Enterprise, HubSpot for Marketers Pro, Smart CRM Enterprise, Smart CRM Pro, Commerce Pro, Commerce Enterprise

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