Last updated: March 4, 2021
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You can send an email with dashboard reports once and export your data, or set up recurring emails to be sent regularly to the users in your HubSpot account.
Only shared dashboards can be emailed; if you want to email a private dashboard, learn how to change your dashboard's visibility setting.
Please note: the dashboard data sent out in recurring emails is based on the permissions of the user who set up the email. If you want individual users to receive only their own data, it's recommended for each user to set up their own recurring dashboard emails.
Please note: to ensure timely delivery of recurring emails, data will be captured up to 2 hours before the email is sent.
Please note: if you choose to email the dashboard with a filter value of Me, the dashboard values will be fixed to your user, even if the recipient is another user.
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