Recurring Emails on Reports

Smart CRM & Sales Hub Dashboards & Reporting
1

Is there was way to see a list of reports that are currently being e-mailed to users? We have over 900 reports and I need to know which are being e-mailed regulary so I can adjust some fields due to property changes in our CRM. This seems like a no brainer to have but I can’t find it anywhere! Thanks

2

Hi @SComeau,

This does not seem to be possible, unfortunately, see here: Share or export reports and dashboards

There is only specific mention of navigating to each report and I’m not aware of any other place in the tool where you would get an overview.

This has been requested by another user before: https://community.hubspot.com/t5/HubSpot-Ideas/Overview-of-All-Recurring-Emails-of-Dashboard-And-Their-Reports/idi-p/666636

I’d recommend upvoting and commenting as the product team reviews these requests based on their popularity. I also just upvoted it.

Best regards!

3

I have changed my recurring emails multiple times and now my team receives too many duplicate emails. I thought there would have been a centrailized place to remove recurring emails that are no longer relevant. Right now the individual user has to unsubscribe. Please help Hubspot.

4

Hi @kirkw,

Thanks for reaching out and for your feedback!

I saw that you provided your feedback on the Ideas Forum here: https://community.hubspot.com/t5/HubSpot-Ideas/Overview-of-All-Recurring-Emails-of-Dashboard-And-Their-Reports/idi-p/666636

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change.

For anyone who finds this thread, please show your support for this feature by clicking on the linked idea above and upvoting it. :slightly_smiling_face:

Thank you!

Best,

Kristen