Dashboards & Reporting

SComeau
Contributeur de premier rang

Recurring Emails on Reports

Résolue

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

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Recurring Emails on Reports

Résolue

Hi @SComeau,

 

This does not seem to be possible, unfortunately, see here: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-dash...

 

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-The...

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Votes
3 Réponses
kirkw
Participant

Recurring Emails on Reports

Résolue

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. 

0 Votes
kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

Recurring Emails on Reports

Résolue

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-The... 

 

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. 🙂

 

Thank you!

 

Best,

Kristen


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0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Recurring Emails on Reports

Résolue

Hi @SComeau,

 

This does not seem to be possible, unfortunately, see here: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-dash...

 

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-The...

 

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes