Welcome to our HubSpot Product Spotlight for June. In this blog, we’ll explore some of the team's favourite HubSpot updates from the last month. Ready? Let’s dive in!
These are all the new features live and ready to use in your HubSpot portal.
Get more granular control over who sees buyer intent with a new dedicated View permission. Previously, you could only control who could edit buyer intent configurations.
Starting today, you can:
Marketing Hub, Service Hub, CMS Hub, and Content Hub Professional customers can now set custom timestamps for when CTAs and forms appear on your HubSpot-hosted videos. You can now choose to prevent viewers from skipping ahead, which was previously limited to Enterprise plans.
Before, only Enterprise users could precisely control when forms or CTAs appeared—others were restricted to fixed intervals. Now, as a Professional user:
When customer agent replies to a visitor with "I don't know," it groups those messages into Knowledge Gap topics so you can easily see where your agent needs further training. Now, you can dismiss entire topics or individual messages within a topic once they’ve been resolved or are no longer useful. This helps you:
A daily morning email that highlights the most important sales actions for the day.
Start each day with everything you need in one place:
HubSpot have added a new property, "appointment name", to the appointment object. This property has been backfilled with the current primary display property, "appointment start" and has been added as an optional field on the appointment record form.
When the appointment object was introduced last year, HubSpot wanted to make sure that they optimised for sensitive data use cases. Since then, they've identified that the absence of the appointment name as the primary display property has led to some confusion and an inability to differentiate between records. Adding this new property will provide helpful additional context when viewing multiple appointments at once.
You can now view updates to DOI settings in your Account Audit Logs.
Understand who made what changes to your business' DOI settings
Click one button to copy the entire call transcript to a clipboard.
HubSpot understand the importance of in-depth analysis of transcription data and are committed to providing you with the most effective tools for leveraging your conversation data.
Now, with a single click, you can copy the entire formatted transcript directly in HubSpot. This eliminates the need for tedious, piecemeal copying or dealing with unformatted text, allowing you to seamlessly export your call transcript data for detailed analysis in the tools you already use.
You now have a smoother way to navigate your CRM records. The tab bar will now stay fixed to the top of the screen as you scroll, making it easier to stay oriented and switch between tabs in longer records.
Sticky tabs improve usability by keeping key navigation visible at all times.
Property fill rate will now be shown as a column in the property export file.
This enhancement will make it easier to analyze and audit your properties across objects.
You can now provide additional details when using the content agent to create landing pages for Showcase products and Run an event and collect signups purposes.
Provide more context to help the content agent generate higher-quality landing page copy that's tailored to your specific needs and ready to publish with minimal editing.
The Commerce Hub payments API now enables customers, developers, and app partners to programmatically create and manage payment data in the CRM. Previously, only a read-only API was supported.
With the payments API, you can now create payment data that represents revenue received outside of Commerce Hub, making it easier to unify revenue data in HubSpot.
Coupled with the invoices API, you can now create invoices and mark them paid via the API by creating an associated payment.
HubSpot are introducing a Hashtag bank in the Social composer that:
Marketers often struggle with managing hashtags efficiently—either retyping them manually or sifting through long lists. This new hashtag bank drastically improves post creation workflows by enabling real-time filtering, seamless switching between selection and management, and smarter text handling that saves time and reduces errors with hashtags. You can use your favorite hashtags repeatedly, and HubSpot will remember this for you!
Customers can now export their workflow enrollment data into static lists from workflows on-canvas enrollment history panel.
Workflow enrollment logs offer detailed visibility into enrollment data, which customers often need to download for internal collaboration, analysis, error troubleshooting, and manual re-enrollment. Without an easy export option, users are forced to manually select each enrollment, compile the data in Excel, and then re-import a cleaned-up list, which is an inefficient and time-consuming process that increases the risk of human error. To address this need, we’re introducing a more streamlined way for customers to extract, review, and work with workflow enrollment data.
Easily identify top-performing and underperforming lists based on key email metrics: open rate and click through rate.
Lists help you communicate via email with your most important segments. However, it can be challenging to assess how specific lists have performed and interacted with emails over time. Prior to this release, you had to navigate to reports, build a report that filtered to the lists you care about, and sort by email metrics like open rate and click through rate.
Now, you can easily view email open rate and click through rate across all your lists without leaving the context of lists, so that you can identify top-performing and underperforming lists and take the next best action!
You can now sync your custom lifecycle stages from HubSpot directly to Facebook's Conversions API, giving Facebook more precise data about your prospects to optimize ad targeting. This enhancement builds on our existing Facebook integration by allowing you to track and optimize around the specific customer journey stages that matter most to your business.
The Conversions API is designed to create a direct and reliable connection between marketing data (such as page views and lifecycle change events) from website to Meta. This marketing data helps power ad personalization, optimization and measurement on Meta so that your ads are shown to people who are more likely to find them relevant.
The Conversions API can help you:
Portal admins can now view, restore, and permanently delete previously deleted marketing emails directly within HubSpot. You'll also see exactly who deleted each email and when, giving you complete visibility into your email assets.
When moving quickly, mistakes happen. This feature addresses the challenges faced when important emails are accidentally deleted by providing admins with:
Access marketing event participant information directly in your contact records with the new registrant CRM card. View a complete, centralised history of each contact's event participation right where you need it.
This functionality is compatible with integrations that utilize the events object, such as Microsoft Teams, Zoom, EventBrite, GoToWebinar, etc. It also supports events that were manually created in HubSpot, not exclusively those synced via integrations.
The registration CRM card provides immediate visibility into your contacts’ event participation without disrupting your workflow. See registration status, attendance information, and engagement history in one place—eliminating the time-consuming switching between contact record and event records to find critical information.
Conditional properties and required associations recently rolled out for all objects excluding Contacts & Companies. With this launch, we are extending the functionality to Contacts & Companies, as well as making other changes to the record create form on iOS.
Admins can make a number of customisations to the record create form, including requiring associations when records are created and displaying conditional properties. In the past these customisations weren't respected on mobile, now they will be for all objects.
Social media engagement is essential for building relationships with your audience and enhancing your brand presence. With AI Quick Replies, you can more efficiently address questions, comments, and concerns, strengthening your social media presence and improving your overall marketing effectiveness.
We’ve made updates to your Data Enrichment settings to give you more control over how your credits are used and to simplify your settings management experience.
You can now:
These changes are rolling out automatically to all portals using the enrichment feature.
Social media engagement is essential for building relationships with your audience and enhancing your brand presence. With AI Quick Replies, you can more efficiently address questions, comments, and concerns, strengthening your social media presence and improving your overall marketing effectiveness.
We've upgraded our chat widget with a new Help tab that gives users direct access to the knowledge base—no more jumping to external websites for answers! Inside the Help tab, your users can:
This update makes self-service support much smoother by keeping everything in one place, making helpful information available exactly when users need it.
Customers can now pause Customer Agent with a single click. This temporarily stops the agent from being assigned to new conversations on any connected channel—without completely unassigning the agent.
The agent will automatically pause when the portal runs out of HubSpot credits. You can unpause it by buying more credits. You can also manually pause the agent at any time—for example, when you want to audit behavior or make content updates.
Android users will see conditional properties that admins have configured on Deals, Tickets & Custom objects. Admins want to ensure that the right information is collected when records are created. Some businesses have complex data collection logic, conditional properties helps simplify record creation for the end-user by showing properties only when they’re needed and now that is also enabled on mobile.
Admins can set conditional logic for properties, which are triggered when users set certain values during record creation or when manually updating property values for existing records. These customizations will now be reflected on mobile.
When you receive a payment dispute from your buyer, you will now get notifications at every stage of the dispute process and can view detailed information directly within the payment.
You need to know immediately when and why your buyer has disputed a payment. With clear visibility into the dispute process, you can take action to resolve these situations faster and more effectively with your buyers.
HubSpot is the first CRM to launch a deep research connector with ChatGPT. The new HubSpot deep research connector lets you apply powerful, doctorate-level research capabilities to your own customer data from HubSpot.
For example:
The connector supports core CRM objects including contacts, companies, deals, tickets, and their associations (read-only).
With over 75% of HubSpot customers already using ChatGPT, we’re making it easy for you to apply powerful, doctorate-level research and analysis to your own customer data and context-and to put these business insights to work. This is game-changing for go-to-market teams.
Now, you can leverage the connector for strategic research--to conduct deep analysis on large datasets, test hypotheses, explore market opportunities, and uncover insights through complex, multi-variable analysis.
In addition to being easy to use, the HubSpot deep research connector is also easy to trust. Users only see the CRM data they’re allowed to access in HubSpot. For example, individual sales reps will only see pipeline data for deals they own or manage. HubSpot customer data is not used for AI training in ChatGPT.
There are now advanced filters for Associated Contact and Associated Company, accessible via all 3 help desk layouts. These can also be added as quick filters to the table and board layouts.
These filters help support reps quickly access tickets associated to their company's most important customers. Previously, it was possible to filter by associated records using the "Associated Records" property, but this wasn't intuitive, with many users not realizing it existed. It also couldn't be added as a quick filter, making it cumbersome for daily use. With this change, there is now a straightforward way to filter tickets by contact or company, with the ability to save these as quick filters for instant access.
The Deals index page now offers a customisable data well.
Instead of fixed metrics, you can tailor it to display the information most relevant to your business, enabling faster, more informed decision-making.
Admins can now customise guided actions by toggling them on/off, adjusting trigger timeframes, and modifying suggested actions.
Every sales team has unique processes and requirements. With customizable guided actions, admins can ensure recommendations match their team's specific workflow - making the Sales Workspace more relevant and personalised for how your team actually sells.
With HubSpot's existing auto-add feature, you can automatically add companies that enter your saved views to your CRM, lists, or workflows. This is a powerful way to automate engagement with companies as they show intent.
Now with auto-add backfill, you can also add companies that already exist in your saved views to those same destinations.
When you set up auto-adds, and pair it with the new auto-add backfill, you set yourself up to take action—like kicking off rep assignments, triggering outreach flows, or building ad audiences—on companies that both will show intent and are already showing intent.
This means creating instant pipeline that'll only continue to grow on its own over time!
Have multiple websites set up in HubSpot—and want to know who's visiting what site? Wonder no more!
HubSpot have added multiple domain support to buyer intent, so you can now see and segment visitor activity by full URL.
Previously, you could only see and filter by page paths (e.g. /pricing). Now, you'll be able to do the same with full domain (e.g. hubspot.com/pricing).
This update provides critical context for anyone managing more than one website within HubSpot.
Starting today, you can now:
Say goodbye to a one-size-fits-all visitor intent criteria.
You can now create up to 10 unique visitor intent criteria, giving you the flexibility to define different criteria for different markets, intent levels, brands, and more!
This update unlocks several powerful, highly-requested use cases that include:
You can now automate exchange rate updates for your currencies in HubSpot. Schedule updates monthly, quarterly, or annually--eliminating manual work and ensuring accuracy.
Maintaining accurate and up-to-date exchange rates is crucial for businesses operating in multiple currencies. Manual updates are time-consuming, prone to errors, and can lead to financial discrepancies. This automation feature saves time, reduces errors, and minimizes financial risks associated with manual updates, allowing you to focus on growth.
These updates are currently in the works and nearly ready to be released on your HubSpot Portal.
HubSpot have introduced smart template recommendations in two key areas of HubSpot’s reporting experience:
These recommendations help you find the most relevant dashboards and reports faster, by suggesting templates based on your data and goals.
Creating meaningful dashboards and reports can be time-consuming—especially if you’re not sure where to start. Users often face a blank canvas or struggle to find the right templates among many options.
This feature solves that by surfacing the most relevant templates for your business context, making it easier to build impactful analytics tools without starting from scratch or digging through the full library.
Customers can now set up their preferred way of notifications (for example, email or in-app etc.) to stay informed on issues occurring to automations created in forms app and out-of-range changes in form submission rate.
Automations built within the forms app play a crucial role in helping marketers streamline lead generation. However, issues or unexpected changes can sometimes arise. It’s important for customers to have visibility into these events and receive timely updates when they occur, ensuring their automations continue to run smoothly and as intended.
This set of updates unlocks more ways to customize and manage the views sidebar in the help desk. Via the new Views Customisation page in Settings, you can now:
Large support teams, especially those with complex structures, depend on views to segment and organize the help desk. One of the most consistent pieces of feedback we hear is the need for greater control and flexibility in managing these views. Admins face challenges due to limited visibility into view usage and a lack of options for tailoring the views sidebar to make the workspace focused.
With these enhancements, the help desk views section is now fully customizable. Admins benefit from a scalable way to manage views, making it faster and easier to set up and maintain workspace organization. Support teams can focus on the views relevant to their responsibilities with reduced distractions and a more focused workspace.
AI Email Template Import eliminates the need to manually rebuild email templates when bringing external designs into HubSpot. Simply paste HTML from your existing templates (from Mailchimp, Klaviyo, Figma, or other platforms) into our new AI Template Import tool. The AI instantly converts your design into a fully editable drag-and-drop template within HubSpot's Email Editor, no coding required.
Tired of manually rebuilding email templates every time you want to use an external design in HubSpot? Whether you're migrating from platforms like Mailchimp or Klaviyo, or using designs from tools like Figma, recreating templates in the HubSpot Email Editor takes time. This manual process can delay campaigns and lead to frustrating inconsistencies. The new AI Email Template Import tool allows you to skip the rebuild entirely. Just upload or paste your existing template's HTML, and let AI recreate it within HubSpot in seconds.
Introducing record cloning, users can now create a new record based on an existing record. Any of the properties and associations that are configured in the create form of the object may be included in the new record.
All or some parts of records may be reusable. Today, users are burdened with tedious manual work of copying information from one record to another because they can’t duplicate records. With this update, users are able to duplicate CRM records from their record page. Cloning is an essential function that saves time and minimizes the risk of mistakes from manual input.
We're rolling out a new Audit Log for the Manage Duplicates tool that provides visibility into recently auto-merged records and rejected suggestions. This helps users better track automated actions taken by the system, without surfacing manually merged records.
Tracking auto-merges and rejected suggestions is key for data transparency and trust—especially in high-volume CRMs where change history can be hard to follow. Until now, users had limited insight into which duplicate suggestions had been automatically handled or explicitly dismissed. The new audit log addresses this by surfacing a clear, accessible record of these specific actions, helping teams stay informed and confident in the system’s behavior.
Metrics on the Help Desk Summary Tab now link directly to relevant Help Desk views.
The Help Desk Summary Tab enables leaders to gain a high level insight into today's operational health of your support team.
With this enhanced functionality, you can now dive deeper than ever before into the day’s support team performance. Each metric seamlessly links to relevant Help Desk tickets so you can quickly move from insight to action.
Why is this so important? Because fast, informed decision-making is key to exceptional support. Whether it's a spike in ticket volume, a drop in response times, or a specific channel that is not performing as expected, you’ll be able to pinpoint exactly what needs attention—and act on it immediately.
With just one click, you can drill into the precise tickets driving a metric and take the necessary steps to support your team and improve customer experience.
The Report Viewer is now more flexible to allow you to show or hide data and controls based on what works best for you.
The Report Viewer has gained a lot of functionality but can be overwhelming for some tasks. Allowing you to personalise what controls you see and how they're presented makes it fast and easy to get to the answers you need from your reports.
For the content generated within remix, you can now select multiple pieces of content at a time to save for editing, regenerate, or delete. Previously, these actions had to be completed one at a time.
Content remix empowers users to create multiple pieces of content in a matter of seconds, and bulk actions allow you to quickly take your next steps with those content drafts. You'll be able to save multiple pieces of content for further editing, delete outputs, or regenerate outputs in just a few clicks.
Report Remix takes existing reports and remixes them into new Reports based on the same underlying data.
Report Remix makes it easy to find answers to questions related to existing reports, simplifying data analysis and making exploration easier than ever.
Introducing the Social Media Agent which uses AI to maximise content creation.
Marketers can now expedite their content process with the Social Media Agent. The Social Media Agent automatically producing effective social posts tailored to your business, audience, brand voice, and social media accounts.
AI Caption Optimisers: Creating a post across many networks can be very time consuming. The Caption Optimiser gives you in-flow, AI-powered recommendations to improve your copy and make it network specific in just one click.
Recommended Times to post: HubSpot use your previous engagement data to suggest top times to publish so you can get the most of your reach! Hover over to see why this time was recommended for you.
In case you missed it - with the new “Create with AI” button, you can now:
Tired of generic post suggestions? 100% valid! This new feature gives you a smarter, more customized way to create posts with AI—tailored to your voice, brand, and message💡 Whether you're promoting a product, repurposing a blog post, or teasing an event, this is your new shortcut to create content within seconds!
Content creation is a crucial part of a social marketer's daily tasks. However, teams often face challenges in generating ideas and crafting fresh, engaging content that resonates with the target audience, aligns with brand messaging, and ultimately drives results.
The Social Media Agent works for marketers by consistently generating effective social media posts.
The Social Media Agent will consider your:
You can now clean your phone numbers automatically and in bulk using a dedicated workflow action.
Clean, accurate phone number data is critical for modern businesses. However, it can be time-consuming to clean thousands of phone numbers across records, especially if junk phone number data has already been brought into the CRM and accumulated over time.
By setting up a workflow to clean your phone numbers automatically, you can ensure that phone numbers have a valid format (E.164 international standard) and even set up a default country code that will be appended to phone numbers that are missing it.
You can pair this workflow with CRM phone number property validation rules to ensure that phone numbers enter the system in a valid format and clean up historical phone number data.
You can now use AI to generate custom equations for calculated properties.
Building a custom equation for a calculated property can be time-consuming. With this feature, you can simply describe what you're looking to calculate, and HubSpot will build a formula for you to test and modify.
You can now start remix projects directly from Google Drive files. Simply select "Start from a Google Drive file" under the "Blogs, Pages, and Text" category to import your existing documents, content briefs, customer personas, and other materials without copying and pasting or downloading files first.
For organisations that use Google's suite of tools, most marketing campaigns start in Google Docs, Sheets, or Presentations. With this new integration, you no longer have to copy and paste that content or download it as a PDF to use inside of content remix. Just authorize your Google account, select the document you want to use, and remix.
You can now select any of your landing page or website page templates when creating content in content remix without having to make any changes to your website's code.
Previously, using your custom templates for landing pages or website pages in content remix required updating your template file's code with a custom schema markup that allowed it to interact with our AI. Now, that is no longer necessary. We can use any page template to generate content, making it easier and faster than ever before to generate pages that fit your organization's unique branding needs.
You'll now be able to create a new type of property to store URLs.
URLs are critical data for modern businesses. Some examples:
Redaction of Sensitive Data is a new capability for customers with Sensitive Data enabled. It allows enterprise admins to permanently remove identified sensitive data from their account. With this feature, customers can scan CRM activities (notes, calls, tasks, meetings),review potential sensitive information, and take action to redact it as needed.
This feature helps organisations maintain data hygiene and reduce compliance risk by enabling the removal of sensitive data that shouldn't reside in CRM activity data.
Update to Balanced Distribution in Help desk
The current balanced distribution model considers all open tickets assigned to target users and assigns to the user with the least amount of open tickets. This evaluation counts all tickets as equal, but not all tickets have the same response expectations. Real-time tickets, like those from Calling or Live Chat, require a higher response rate when compared to email or API-based tickets. Given the higher touch required for high response tickets like Calling and Messaging, the Balanced distribution option is being updated to take into account the other similar type of tickets (Calling, Messaging, Email/Other) that are assigned to the user and distribute based on ticket type. Further, only Help Desk tickets (i.e., tickets that are not associated with an inbox conversation) will be considered in the count of open, assigned tickets.
These changes bring Balanced distribution more in line with Ticket Capacity Limits by Ticket Type (Calling, Messaging, Email/Other) to make our definition of "assigned, open tickets" consistent across Ticket Routing features.
Update to Call & Messaging Routing in Help Desk
Today, service reps can be working a ticket while on an active phone call and be assigned new Messaging tickets (Live Chat, Mobile SDK, WhatsApp, SMS, custom channels) to answer. Juggling an active call and responding to new Messaging tickets is difficult. We have updated the engine so that it will not assign Messaging tickets to a service rep who is actively on a call in the Help Desk. Once the call is complete, the rep will be eligible to be assigned Messaging tickets again.
Orient balanced distribution by ticket type (Calling, Messaging and Email/Other) so that tickets which require faster response times are more evenly assigned compared to those with longer response times (email/other). Reduce service rep overwhelm by not assigning Messaging tickets when a rep is on an active phone call in the Help Desk.
We've added the Deals Kanban board directly to your Sales Workspace. Now you can visually track and manage deals through pipeline stages without switching between tools.
The Kanban board gives you a visual way to manage deals through your pipeline. Previously, you had to leave Sales Workspace and go back to the CRM to use it. Now everything stays in one place, keeping your workflow uninterrupted.
HubSpot Home is a personalized, smart, and relevant navigation and discovery experience to help you use HubSpot to its full potential.
As marketers, sales reps, admins, or analysts we are distracted, working on multiple things at once, and bombarded with team requests all calling for our attention. HubSpot customers need to get to the right task and right data as quickly as possible and take the next best action.
We seek to make HubSpot feel more purposefully built for your core jobs, get you to your tasks quickly, and show you how to expand the value they get out of HubSpot.
Global Home helps you navigate to the right data as quickly as possible and take the next best action. It's a page personalised to your role and activity, designed to make you more efficient at navigating HubSpot, which includes the ability to get to your tasks quickly and to expand the value you get out of HubSpot.
We’re excited to announce the new time comparison feature on the Help Desk Summary Tab.
This update introduces delta changes for all relevant metrics, enabling you to see day-over-day performance shifts at a glance. With clear indicators showing increases or decreases in comparison to the same time yesterday, you can quickly assess your team’s current performance which is crucial for making informed decisions and ensuring operational health.
To make informed decisions and strategically guide their team, it is imperative to establish a mechanism that facilitates a comprehensive comparison between current metrics and historical benchmarks.
Effective context setting will not only enhance the support team leader’s ability to recognize performance deviations but also empower them to proactively address them.
Without time comparison, it can be challenging to contextualize a metric, interpret data, and identify trends. Leaders are unable to ascertain whether the current data signifies positive progression or if it shows underlying concerns needing immediate attention.
With the new Time Comparison feature, you’ll gain precise insights into your team's performance by comparing current metrics with those from the exact same time yesterday.
This level of detail empowers you to quickly identify areas needing attention, celebrate successes, and optimize your support strategies.
Answer incoming calls to your HubSpot numbers directly from the mobile app. See who's calling before you pick up, manage recordings, and automatically log every call to your CRM. Get instant notifications for missed calls and voicemails - so you never miss an opportunity.
You can now uncover the most common paths leads and customers take with your brand—automatically. With Customer Journey Paths, HubSpot identifies the top flows in your journey based on a start or end point you define, without the need to manually map each stage.
Understanding how customers move through your funnel just got easier. Journey Paths highlight the most frequent steps before or after a defined stage, helping you quickly spot drop-offs, key milestones, or high-converting paths.
There are two modes:
You can also control:
HubSpot phone number acquisition is now available in additional countries!
You can submit business documentation for these countries, and acquire a HubSpot phone number that can be used for inbound and outbound calling, Team Calling in Help Desk, IVR, and more!
Calling users with global business locations must acquire a number in their locality. HubSpot is adding number acquisition for seven additional countries, allowing you to better solve for their calling needs in more regions.
In response to evolving regulatory landscapes, many countries are intensifying their enforcement of telecom regulations. This includes mandates for verifying the legitimate users of phone numbers and validating business locations. To streamline this process, HubSpot has introduced a documentation flow within its platform, allowing you to effortlessly submit the necessary regulatory documents, ensuring compliance and facilitating seamless number acquisition in these countries.
You can use Standard Sandboxes to safely define your CRM data model and orchestrate business processes using automations. Common use cases include:
You get a realistic preview of how everything will work—using a full copy of your supported production metadata. And when you're ready, you can deploy changes directly to production with our new native deployment feature.
That’s why we’re rolling out a more advanced version of Standard Sandbox. It includes enhanced support for copying production metadata—so you can run more robust tests—and a new native feature that lets you deploy supported assets and their dependencies straight to production.
During private beta, you will be able to:
Building a new Standard Sandbox
All supported assets are copied from production to sandbox by default i.e.:
Users can:
Deploy to Production feature
Users will be able to copy the following supported assets created in their new standard sandbox back to production (Note: Sandbox edits to supported assets that exist in production won’t be listed as eligible).
Deploy wizard
Users will be able to:
You can now access AI-powered ad performance insights directly from the Manage tab using the new "Summarise Insights" button. HubSpot will analyse your campaign performance and generates a summary that overviews the results, compares the performance between campaigns, and provides insights about the likely reasons behind performance differences.
Advertisers often run multiple campaigns simultaneously and need to quickly determine which ones are delivering results. Sifting through the data table manually is time-consuming. This new feature saves you time by summarizing key metrics and recommending optimizations so you can make better decisions faster.
You can now view your reports in a visual grid layout, in addition to the traditional list view. Each report appears as a tile showing key details like title, owner, last updated date, and quick actions, giving you a cleaner, more intuitive way to browse and manage reports.
As teams build and manage more reports, it can become hard to quickly find what you need in a long list. The grid view solves this by:
Whether you’re a power user or just getting started, this view gives you more control over how you navigate and organise your workspace.