It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out.
My name is Shanker Sahai, I am the Product Manager for the Reports Management team and I am looking to speak to customers to learn how they would like to share reports and dashboards to Non HubSpot users or users. I am interested in learning more about what channels you wish to share reports or dashboards in (Email, Slack, etc etc), access control, type of file (PDF, CSV, PNG) and security.
Totally agree - I've had a number of customers chat in looking for ways to share their dashboard information externally, and there doesn't appear to be a great solution here.
If there was a live link, or a way to share accurate dashboard data with people who aren't users in the portal, customers would appreciate this!
Another way you could share custom reports externally would be to sync data with Google Data Studio and manage custom access control easily. Your dashboards are easily changeable to create a custom view for the external user (without having to create another seat on your Hubspot license).
We are working on a free connector between Hubspot and Google Data Studio with whaly. You can request for a free access directly on the landing page.
On top of being able to share the dashboard externally, it would be wonderful if we could get custom dashboards that are specific to each account's metrics as opposed to sending general dashboards to customers.
We are currently working on a project with the goal of sending usage reports automatically to the customers every time they reach a certain threshold of usage. This would be invaluable to have built into the Automation portion of Hubspot!
Yes would love to be able to set up the recurring email to email a user that isn't in Hubspot for distribution of the statistics in the company a bit easier.
100% with this, we need to share reports with our investors and partners and there is no reason for us to create a user for them to be able to see reports. Pretty strange that there is not an option for something that is a pretty basic requirement.