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Cleanup Automation for Unused Reports

What is it?

Account Cleanup automatically deletes unused reports to keep your HubSpot account organized.

 

Why does it matter?

You can now easily manage report clutter in HubSpot accounts. This feature helps you:

  • Remove duplicate or outdated reports created by various users
  • Maintain a clean, efficient reporting environment
  • Save time on manual account maintenance

How does it work?

To enable the Reports cleanup automation:

  1. Go to Settings > Account Cleanup
  2. Find the Reports automation section
  3. Set your preferred cleanup threshold (3 months to 3 years)
  4. Review the list of reports to be deleted
  5. Enable the automation

Once enabled, the automation will:

  • Run immediately and on the first of each month
  • Delete reports unused for the specified time period
  • Send you a notification after each monthly cleanup

You can recover deleted reports for up to 90 days from the Recently Deleted section in the reports tool.

 

Who gets it?

This feature is available for HubSpot Content Hub Enterprise, Marketing Hub Enterprise, Data Hub Enterprise, Sales Hub Enterprise, and Service Hub Enterprise.

Topics: Service Hub Enterprise, Marketing Hub Enterprise, Data Hub Enterprise, Content Hub Enterprise, Sales Hub Enterprise

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