HubSpot Ideas

tlin

Dynamic filter when email reports or dashboards

Add a dynamic filter on reports or dashboards based on the email recipient. Here is a use case:

We created a dashboard to monitor each support team's performance, and email the results to staff once every month. Instead of showing all staff's results, the recipient should only see his/her performance result instead of everybody's results.   

Right now, the only solution is manually filtering on the dashboard & send out emails one by one.