🔗 HubSpot KB Bridge: Create multi account reports
💡 Core Capability
Use multi-account reporting, a feature of multi-account management, to select additional accounts outside of the account you’re logged into, to include in custom reports.
🛠️ Key Operations & Headings Outline
- Before you get started
- Understand requirements
- Understand limitations & considerations
- Turn on multi-account management reporting
- Create a multi-account report
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
- Data Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot