How you can email or export Reports Dashboard from HubSpot

You can email the dashboards from your HubSpot account and export the reports. You also can set up recurring emails to be sent regularly to the users in your HubSpot account. Only shared dashboards can be emailed. 

Email Reports Dashboard

 

  • Go to Reports > Dashboards in your HubSpot account.
  • Select the name of the dashboard from the upper left dropdown.
  • Click the dropdown Actions from the upper right and select Email this dashboard
  • In the right panel:
    • Is this a recurring email: Select No, this email will only be sent once if you only want to export the dashboard only one time. Select Yes, this is a recurring email  if you want to set up an email that sends the dashboard regularly to specific email addresses.
      • Email nickname: Enter a name for the recurring email. Recipients will not see this nickname.
    • Recipients: Enter the email addresses of existing users in your HubSpot account.
    • Email subject: Enter a subject line that will be shown to your recipients.
    • Message: Enter a message for the recipients.
    • Delivery frequency (for recurring email only): Select the frequency at which this email will be sent.
    • Scheduled time (recurring email only): Select the time at which this email will be sent. 
    • Delivery date (recurring weekly or monthly emails only): select the date when the email will be sent.
    • Attach downloadable file: select the file type of the dashboard when sent. 
    • Dashboard context: select if you want to send the dashboard without filters or with filters
  • To edit or delete your recurring emails: Click the dropdown Actions and select Manage recurring emails. In the new box, click the Email Nickname to edit the email, or click Delete to delete the email.