Recurring emails of dashboard does not display the entire dashboard in the email

kmoutes_concept
Participant

Hello-

We have the Reporting Add-On and have scheduled a few dashboards as daily recurring emails. However, you still have to view them in HubSpot because the entire dashboard does not display in the email. Am I missing a step or is this just the way it is? Any help is greatly appreciated. 

 

Thank you,

Kim

3 Replies 3
jennysowyrda
Community Manager

Hi @kmoutes_concept,

 

What dashboard are you exporting? Do you have it set to show only certain reports? I would recommend checking the sharing settings of the report as a starting point.

 

Thank you,
Jenny

0 Upvotes
kmoutes_concept
Participant

I reached out to support and they told me this is just a limitation of emailing dashboards. You still have to view it in HubSpot to see the entire dashboard results. Thanks!

0 Upvotes
rtruncale
Top Contributor

This is still an issue today. If you email a dashboard to someone, it only shows a screenshot. We need to email dashboards to non-HubSpot users outside of the company. But unfortunately this cannot happen. HubSpot - any thoughts? 

0 Upvotes