Here is how to create a recurring dashboard email in huspot
- First click on the "Reporting" icon in the left sidebar
- Then click on "Dashboards" in the Reports menu
- Next click on the dashboard title dropdown in the top left corner
- Select the dashboard you want to email to your team
- After that click on the "Share" button in the top toolbar
- Click on "Email this dashboard" option in the Share dropdown
- Then in the right panel, to send a recurring email select "Yes, this is a recurring email"
- Next enter the email name in the email nickname field
- Click on the "Internal recipients" dropdown and select the users to send the email to
- Enter the subject line and the email body text
- Next click the Schedule dropdown menu, then select Daily, Weekly, or Monthly
- If you selected Weekly or Monthly, click the Time of [day/month] dropdown menu, then select the days or dates when you want the email to send out
- Click the "Time of day" dropdown menu, then select the time that you want the email to send out
- To attach a downloadable file, click the "Attach downloadable file" dropdown and select a format
- Finally click on "Schedule e-mail" button to send the to automate email
