It would be helpful to have the option to share a full data set/ list when sending a dashoard via email instead of it being cut off. It is quicker and easier for my team to see the full data set within an email versus having to click into hubspot to view the data.
We absolutely need this functionality. I need to send sales activity reporting to our Board on a weekly basis, and they do NOT want to click on an email and log in to see a dashboard. I need to be able to present all data in the body of the email.
Can you please look into a way to preview the entire report within the email without having to log into Hubspot. Some recipients check their email on their phones/on the go.
We need this too, because we have HubSpot sales hub, not enterprise, as we're only a small company and have less than 30 users. Therefore we do not have nuanced access to reports, and have had to only allow access to managers. Otherwise all our sales reps would get access to high level company-wide financial information.
So, because all our sales reps don't have access to reports, I need to save my own time (hours every month) by automating the sending of a dashboard for each rep each month. We recently paid to increase the number of reports, yet I find again another roadblock preventing smooth and quick time-saving actions.
It is going to be useless without the tables of data, because what it contains is things like count of contacts and count of deals missing this or that (problems they need to action). Because they can't click and go into the dynamic data (as no access to reports) the only option for me is to manually output each table/data and email it to them one by one. HubSpot is supposed to make automation and time-saving king. This is stopping that.
It looks like my only option is going to be setting up all these Google Worksheet workflows for what should be just a simple thing HubSpot itself can do. Please implement this ASAP. It's our data. We should be able to transform and output it however our business needs require.
Seconding the request for this feature, it's required for our organization as well. Not even available for Enterprise. Our specific case is that we have stakeholders and supervisors that need to be informed of some of the reporting details in dashboards, but they do not use the CRM directly. Even as a registered/seat assigned user, the full dashboard reports are only summarized as a preview, which really limits their effectiveness. And these are only weekly reports, so we're talking maybe 30-50 rows of data at the most, not hundreds.
Worth noting that it appears when manually sharing a report/dashboard (not scheduled), it looks like we get a lot more data in the email and attached PDF.
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