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Reports

Can I share my reporting add-on dashboard?

Last updated: July 17, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Professional
Add-Ons: Reporting

Yes, you can email your Reporting Add-on dashboard to your teammates. You may need to modify the permissions of the dashboard first. Follow the steps below to set your dashboard permissions and share it:



Set dashboard permissions

  • In your HubSpot Marketing or Sales account, navigate to Dashboard.
  • Click the name of the current dashboard (Marketing or Sales Dashboard) and select the desired dashboard from the dropdown menu.

Please note: if you do not have the Reporting Add-on, you will not see additional dashboards here. 

  • Click the Visibility dropdown menu and make changes as necessary:
    • Private - the recipient will be able to see a snapshot of your dashboard in the email when you share it, but will not be able to access the dashboard in your account.  
    • Shared: Read Only - the recipient will be able to see a snapshot of your dashboard in the email when you share it and can click through to view the real-time dashboard in your account. Only the dashboard owner can make changes to the dashboard.
    • Shared - the recipient will be able to see a snapshot of your dashboard in the email when you share it and can click through to view the real-time dashboard in your account. All users can access and make changes to this dashboard within your account. 

Please note: only the dashboard owner can change the permissions. Learn more about dashboard owners here.

  • Confirm your choice in the pop-up window that appears.


Share dashboard via email

  • Click the Share dropdown menu at the top of the dashboard.
  • Select Email now to send a one-off email to a team member or click Create new recurring email to set up an email to be sent regularly to yourself or a team member with an overview of the reports and a link to view the dashboard.
  • Within this window, enter the email address where you'd like to receive this email. 
    • Please note that this email address must be a user in HubSpot. If you have permissions to add and edit users you can enter the email address and click Invite to invite them to your portal.

  • You can also choose which file type you'd like to share your report as: PDF, PPTX, or ZIP.

  • Click Send now or Schedule email

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