Dashboards & Reporting

SComeau
Contributor

Recurring Emails on Reports

SOLVE

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

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Recurring Emails on Reports

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Recurring Emails on Reports

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes