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.