HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to create a recurring report email in HuSpot

Here is how to create a recurring report email in huspot

First click on the "Reporting" icon in the left sidebar
Then click on "Reports" option in the reporting menu
Next find the report you want to share and click on the "Actions" button next to it
Click on "Share Via" option in the dropdown menu
Click on the "Email" sharing method option and click on the "Next" button
To send a recurring email select "Yes, this is a recurring email"
Next, enter the email's name in the Email nickname field
Click on the "Internal recipients" dropdown and select the users to send the email to
To attach a downloadable file, click the "Attach downloadable file" dropdown and select a format
Enter the subject line and the email body text
Next click the "Schedule" dropdown menu, then select Daily, Weekly, or Monthly
Click the "Time of day" dropdown menu, then select the time that you want the email to send out
Finally click the "Schedule e-mail" button to send the to automate email

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Why should you create a recurring report email in HuSpot

HubSpot is a versatile CRM platform designed to streamline marketing, sales, and customer service processes.

A standout feature is the ability to create recurring report emails effortlessly. This ensures that your team receives up-to-date insights without the need for manual intervention, saving time and enabling informed decision-making.

By automating report delivery, you ensure consistent data flow, allowing your team to align strategies effectively and maintain a competitive edge. This feature optimizes workflow, keeping everyone in sync with the latest metrics.

Last update

February 6, 2026

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