Want to send internal reports automatically from your portal?

[Martha]

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!

https://knowledge.hubspot.com/dashboard/can-i-email-my-marketing-dashboard-to-my-colleagues

[kestrada]

Hi, @Martha thanks a million for sharing this.

I thought it will be great to add a small Gif with the steps. I hope it helps you all!

Regards,

Kira🤖

[JanneS]

Why I am missing the option to email dashboard?

[kestrada]

Hi there @JanneS ,

The option of email dashboard is available on the button of "Actions" from the general dashboard.  I think you may be clicking at the report level.

I recorded a video for you on the steps:

https://www.loom.com/share/731c1e05f15f4e5494498cb67f1e55a2 

Let me know how it goes.

Regards,

Kira

[JanneS]

Thanks Kira. Got it!