topic Re: How to send a dashboard as a pdf using a workflow in Dashboards & Reporting

How to send a dashboard as a pdf using a workflow

JVanpachtenbe — Tue, 02 Apr 2024 07:51:09 GMT

Hello all

Is it possible to send a dashboard as a pdf to a non hubspot user using workflows ?

thy

Re: How to send a dashboard as a pdf using a workflow

karstenkoehler — Tue, 02 Apr 2024 07:52:57 GMT

No, this is not possible. While you can include a link to a dashboard in an automated email sent from a workflow, this will still require access. The person would have to be a HubSpot user, this cannot be bypassed.

These are the options for sending dashboards to users: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

Best regards!

Re: How to send a dashboard as a pdf using a workflow

JVanpachtenbe — Wed, 03 Apr 2024 13:03:56 GMT

too bad, thy for your insights