Recurring email for specific reports

@schatterjee

Hello, wanted to ask if there is any update on this topic since in the hubspot app it still says multi object reports will be available for scheduling in the future. But there is no additional information on that (even if i click the link):

Thank you!

Would like to raise this one for attention please. Doesn’t seem to have been any movement since requested back in 2020, despite being pretty basic functionality.

Emails are still cutting off half the report columns, and no option to export in XLS.

PDF and PPT options just show the same half of the image that is in the email.

Sales Managers don’t want to have to click to open the report, as they are working on their phones and the dashboards don’t show correctly - otherwise I’d just get them to access via the app. Also can’t be shared externally, so we still have to manually create reports for Exec teams.

@karstenkoehler do you have any magic you can share with us?

Hi everyone! My name is Hallie, and I’m a Program Manager on the CXM Team. The product team confirmed this is in development, and is already available in some customer accounts. As soon as this is available for everyone, I will update you all here. Thank you for your continued patience!

Hi @hhiggins, thanks so much for the update. Is there any way we can opt into BETA or early access for this? I manage an Enterprise Customer Platform account, and really keen to get involved in testing and feedback before rollout. Thanks so much :slightly_smiling_face:

Hi! This is now live. :blush:

How is this request fully delivered when we still can’t attach custom reports to the recurring report emails?

Hello again! There was a miscommunication earlier; this is live for all reports except Custom Report Builder reports, however that part should be available very soon. Apologies for the delay in sharing this update with you all!

Thanks @hhiggins. Look forward to seeing this rolled out for custom reports. We barely use any templated reports.

@PZimathies @Claire-Raymond — you both raised the same point in November
and December: templated reports aren’t what most teams actually use, so
“delivered” doesn’t really cover the Custom Report Builder case.

@hhiggins, has that part shipped since? The December update said “very
soon”.

One thing worth checking whenever it does land: what encoding the file
comes out as. I exported two contacts from a portal this week and
“Première ligne” came back as “Première ligne” — UTF-8 written without a
BOM, which Excel reads as Latin-1. Anyone running a non-English CRM gets
mangled accents in every export, and it’s invisible until someone opens
the file.

Does the recurring version write XLSX, or the same CSV?

Hey everyone!
This is functionality is live for all report types