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
