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 manage a recurring report email in HubSpot

Here is how to manage a recurring report email in hubspot

First click on the "Reporting" icon in the left sidebar
Then click on "Reports" in the Reports submenu
Next hover over the report you want to share and click on the "Actions" button next to it
Click on the "Manage recurring shares" option in the dropdown menu
In the Manage recurring shares popup, click on a recurring email name to edit it
In the email configuration form, you can make changes to your email details, such as modifying the internal recipients, message, schedule, and more
For additionnal options, click on the "Actions" button next to the email
From the Actions dropdown menu, you can change the owner or delete the email as needed

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Why should you manage a recurring report email in HubSpot

HubSpot is a comprehensive platform that streamlines marketing, sales, and customer service.

Managing a recurring report email in HubSpot allows users to automate the delivery of essential reports directly to their inbox at regular intervals. This feature ensures that teams stay informed about key metrics without having to manually generate and share reports every time.

By leveraging this functionality, businesses can enhance efficiency and focus more on strategy rather than administrative tasks. It provides timely insights that are crucial for making data-driven decisions, fostering smoother operations.

Last update

February 6, 2026

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