topic Re: Team Activity number different in scheduled email vs actual data in Dashboards & Reporting

Team Activity number different in scheduled email vs actual data

GAn8 — Mon, 23 Jun 2025 02:23:14 GMT

Hi first time poseter here..

I have setup a simple report that shows team activities by sales rep and scheduled to be sent every week Monday @ 8am.

Most of the weeks, activity numbers on the email is different to what actual dashboard says..

I thought it was timing issue at first but when I went into each of activities for neglected meeting or call, it has been logged at least couple days ago.

I have very simple property as below. Can anyone experienced the same? I don't want to do manual emails emails every week!

Re: Team Activity number different in scheduled email vs actual data

karstenkoehler — Mon, 23 Jun 2025 04:03:22 GMT

Hi @GAn8,

When you're sending a recurring report or dashboard email, "Data is captured up to 2 hours before this email is sent. This is to make sure this email is delivered as on-time as possible."

If this still doesn't explain the discrepancy between looking at the report in HubSpot directly and looking at the report in the email sent to you, then I'd recommend reaching out to HubSpot support in-app via chat or email and ask them to investigate.

Best regards

Re: Team Activity number different in scheduled email vs actual data

himanshurauthan — Mon, 23 Jun 2025 05:19:27 GMT

Hey @GAn8

I believe this isn't a bug. It's actually how HubSpot works.

Actually, the report you get by email on Monday morning doesn’t match the data on the live dashboard as HubSpot takes a 'snapshot' of the data few hours prior the email is sent.

Say if a meeting or call is scheduled late on Sunday or early on Monday, it might not show up in that email.

What you can do:

Try setting the email to go out a bit later in the day.
Otherwise, you can also share the dashboard link, so people always see the most up-to-date numbers.

Hope this helps. Will be waiting to hear from you again.

Best Regards,

Himanshu Rauthan

Re: Team Activity number different in scheduled email vs actual data

GAn8 — Mon, 23 Jun 2025 22:55:25 GMT

Thank you all!

It turns out discrepancy was coming from the timing issue and issue has been sorted.