Can I email my reporting dashboard?

Last updated: March 1, 2018

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional

Yes, you can share your marketing dashboard with any users in your HubSpot account via email.

  • Navigate to Dashboard.
  • Click the dropdown menu at the top left to select the dashboard you'd like to share.
  • Click Share at the top right and select Email now or Create new recurring email.

  • For recurring emails, select whether you'd like to send this email as a Monthly report email, a Weekly report email, or select the Custom recurring email option to schedule the recurring email on a daily, weekly, or monthly basis.
  • In the dialog box, enter the recipient email address, subject, email nickname, message, file type, and delivery frequency (for recurring emails). If the email address you enter is not a HubSpot user and you have permissions to add and edit users, you will be asked to add them to your portal. Enter the email address and click Invite. They'll be invited to your portal and you can then schedule the email.

  • Click Send now or Schedule email

  • If you've set up a recurring email and would like to access or edit your report in the future, click Share  and select Manage recurring emails. 

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