It would be really helpful if we could have the CSV file of an automated report attached to the email. Currently, in order to get the CSV file you have to go into the system, navigate to reports and export the data manually, which is then emailed separately several minutes later. It would streamline the process greatly if HS could offer an automated process here. It isn’t even an option for an attachment to a Dashboard export (tried that).
This would be a huge time saving for us:
Use Case
We have to send regular report to our main suppliers with sales forcast data. Having the option to set this to run automatically and send a .csv to an external email would take out a whole chunk of work
Thank you
This would be a huge time saver every week for consistent data snapshotting on custom objects.
This would be a tremendous help with sharing data externally to our customer base. Right now we have to 1. Send the snapshot in the body of the email that cuts off half the information in the set columns or 2. Download the reports internally and manually send the data set.
Hi everyone,
I’d like to thank you all for taking the time to submit, vote, and comment on this Idea. My name is Stefanie, and I’m a Product Manager on the HubSpot Reporting team.
I’m happy to announce that this feature is now in Beta!
You can enroll your portal here to test it out.
We’ll be sure to update you here and on our Product Updates blog as soon as this feature is delivered.