How to share a report from a dashboard in HubSpot
Here is how to share a report from a dashboard in hubspot
- First click on the "Reporting" icon in the left sidebar
- Then click on "Dashboards" option in the reporting menu
- Next click on the dashboard title dropdown in the top left corner
- Select the dashbaord that contains the report you want to share
- Click on the "Actions" menu (three dots) of the report on your dashboard
- Select "Share Via" option from the dropdown menu
- Click on the "Email" sharing method option and click on the "Next" button
- 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
- 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
Why should you share a report from a dashboard in HubSpot
HubSpot is an all-in-one platform designed to revolutionize marketing, sales, and service operations.
Sharing a report from a dashboard in HubSpot is effortless and enhances collaboration. By seamlessly distributing insights and analytics, teams can make informed decisions swiftly.
This feature ensures that key information is always at your team's fingertips, fostering a culture of transparency and efficiency. It empowers stakeholders to stay aligned and up-to-date with the latest data, boosting productivity and coherence.
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