Sep 11, 2019 4:55 PM
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.
Sep 18, 2019 2:06 PM
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.
Jul 8, 2021 5:56 PM
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?