Want to send internal reports automatically from your portal?
a week ago
You can email reports directly from your dashboards in your HubSpot portal. E.g. Sales productivity reports for Sales Managers.
By navigating to the dashboard you would like to send out and hitting "actions > email this dashboard" you can from here, send this dashboard out to an individual, or set it to send on a recurring basis to a contact of your choice. Check out this Knowledge Base article for a detailed how-to breakdown!