Dashboards & Reporting

LizCoralli
HubSpot Customer Trainer
HubSpot Customer Trainer

Send Dashboard Emails Filtered by Dynamic Values

Dashboards hold the most up-to-date information about how your teams and strategies are performing, and HubSpot wants to ensure you can add a filter to provide additional context and showing your stakeholders the most revelent insights. Enter: the ability to send dashboard emails filtered by dynamic values. Now you can add the same dynamic filters to your emails to ensure revelent context carries over to each recipient. Who's excited for this update?

2 Replies 2
LizCoralli
HubSpot Customer Trainer
HubSpot Customer Trainer

Send Dashboard Emails Filtered by Dynamic Values

Hi @CStanley You can email a dashboard to a team alias if you have the email alias added as a user in your instance of HubSpot. Alternatively if you have Slack integrated, you could also share in a Team Slack channel. Hope this helps!

0 Upvotes
CStanley
Participant

Send Dashboard Emails Filtered by Dynamic Values

Hello. How do I set up these emails to be sent by Teams instead of needing to set up individual email addresses. It doesn't make sense that you would not have the option to do this. 

0 Upvotes