Add Quarterly option for recurring emails of dashboards and reports

Today users can create a recurring email of a dashboard or report to be sent daily, weekly or monthly. Many businesses need to send reports once a quarter. I’d like the current drop-down that is shown when recurring email is selected to add “quarterly” as an option. The subsequent drop-down would be “day in quarter” and include options for 1-90 and “last day of quarter”. Use case: commissions are paid quarterly. On the first of the quarter, we want to send a commission report to the sales team. On the 15th of the quarter, we want it to go to our finance team with a message to pay the total. This allows us to send the emails one time rather than confusing teams with unnecessary runs of the report.

Hi @BBellon,

You’re correct, this is unfortunately not possible at this stage. The best place for these kinds of suggestions is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.

Have a great day!

Thanks - I thought that I was submitting an idea, I’m new to the community :wink: I’ll submit it where you directed me. Thank you!