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Dashboards

Email, Slack or export reports and dashboards

Last updated: August 4, 2022

Applies to:

All products and plans

In HubSpot, there are a few ways to export your reports:

  • For individual reports, you can send an email containing a link to the report in HubSpot. Emails can be sent once or scheduled to be sent daily, weekly, or monthly. You can also export a report as a CSV or Excel file. Exports cannot be scheduled on a recurring basis.
  • For dashboards, you can send an email containing a link to a dashboard in HubSpot. Emails can be sent once or scheduled to be sent daily, weekly, or monthly. 
  • With the Slack integration, you can share a dashboard to a specific Slack channel.

Below, learn about each method.

Export a report

From the reports dashboard, you can export a report as a CSV or Excel file, or email the report to users in the account. You can also schedule recurring report emails on a daily, weekly, or monthly basis. You can set up multiple recurring emails for a single report.

Exports will include fields that have been added to the report:

  • Single object reports will export with properties that have been added to the Selected properties section of the Data tab of the report builder. 

    single-object-selected-properties0
  • Advanced custom reports will export with fields that have been added to the Configure tab of the report builder. 

    report-builder-exported-fields0

To export a report as a CSV or Excel file:

  • In your HubSpot account, navigate to Reports > Reports.
  • Hover over the report you want to export, then click the Actions dropdown menu and select Export
  • In the dialog box, enter a Name for your report in the Name field, then click the File format dropdown menu to select the file format for the export.
  • Click Export. Once the export is processed, you'll receive a download link through email and in your notification center.

Please note: a funnel report displays objects that changed stages within the selected date range. However, when you export a funnel report, the export file will contain the objects created in that date range.

To send and schedule emails for an individual report:

  • In your HubSpot account, navigate to Reports > Reports.
  • Hover over the report that you want to email, then click the Actions dropdown menu. Select Email this report

    report-dashboard-email-this-report
  • In the right sidebar, set up your email details:
    • To send the email only once:
      • Click the Recipients dropdown menu, then select the users that you want to send the email to.
      • In the Email subject field, enter the email subject line that will appear in the recipient's inbox.
      • In the Message field, enter the email body text.
      • To preview the report that the recipients will receive in a new tab, click Preview externalLink .
      • To send the email, click Send now
    • To send the email on a recurring schedule:
      • Under Is this a recurring email? select Yes, this is a recurring email.
      • In the Email nickname field, enter an internal name for the email.
      • Click the Recipients dropdown menu, then select the users that you want to send the email to.
      • In the Email subject field, enter the email subject line that will appear in the recipient's inbox.
      • In the Message field, enter the email body text.
      • Click the Delivery frequency dropdown menu, then select Daily, Weekly, or Monthly.
      • If you selected Weekly or Monthly, click the Delivery date dropdown menu, then select the days or dates when you want the email to send out.
      • Click the Time of day dropdown menu, then select the time that you want the email to send out. Report data will be captured two hours before this time.
      • A summary of the email delivery dates will populate at the bottom of the panel.
      • To preview the report that the recipients will receive in a new tab, click Preview externalLink .
      • To send the email, click Schedule email

Manage recurring report emails

If you're a super admin or the owner of a report, you can modify and delete a recurring email.

  • In your HubSpot account, navigate to Reports > Reports.
  • Hover over the report that has a recurring email, then click the Actions dropdown menu. Select Manage recurring emails
  • In the dialog box, manage the recurring email:
    • To edit the email details, click the email nickname.
    • To change the recurring email owner:
      • Hover over the email, then click Actions and select Change owner.
      • In the dialog box, click the Recurring email owner dropdown menu, then select a new user.
      • Click Change owner.
    • To delete the recurring email:
      • Hover over the email, then click Actions and select Delete.
      • In the dialog box, click Delete recurring email.

Please note: a recurring email must be deleted at least two hours before it was due to send. If it's deleted within 2 hours of it's send time, the email will send to it's scheduled recipients.



Export a dashboard

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.

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.

  • In your HubSpot account, navigate to Reports > Dashboards.
  • In the upper left, click the name of the current dashboard and select the dashboard you want to email or export.
  • In the upper right, click Share and select Email this dashboard.

share-menu-dashboards-1

  • In the right sidebar, set up your email details:
    • To send the email once:  
      • Click the Recipients dropdown menu, then select the users that you want to send the email to.
      • In the Email subject field, enter the subject line that will appear in the recipient's inbox.
      • In the Message field, enter the email body text.
      • To include an image of the export as an email attachment, click the Attach downloadable file dropdown menu, then select a file format.
      • By default, the email will include all reports on the dashboard. To include only specific reports, select Include selected reports, then select the checkboxes next to the reports you want to include.
      • By default, the email will not include any dashboard filters. To send the email with specific dashboard filters, click Send with filters. Then, click Add filter and select a filter. Click Apply.
      • To preview the report that the recipients will receive in a new tab, click Preview externalLink.
      • To send the email, click Send now
    • To set up a recurring email:
      • Select Yes, this is a recurring email.
      • In the Email nickname field, enter a name for this recurring email. Recipients cannot see this nickname.
      • Click the Recipients dropdown menu, then select the users that you want to send the email to.
      • In the Email subject field, enter the subject line that will appear in the recipient's inbox.
      • In the Message field, enter the email body text.
      • Click the Delivery frequency dropdown menu, then select Daily, Weekly, or Monthly.
      • If you selected Weekly or Monthly, click the Delivery date dropdown menu, then select the days or dates when you want the email to send out.
      • Click the Time of day dropdown menu, then select the time that you want the email to send out. Report data will be captured two hours before this time.
      • A summary of the email delivery dates will populate at the bottom of the panel.
      • To include an image of the export as an email attachment, click the Attach downloadable file dropdown menu, then select a file format.
      • By default, the email will not include any dashboard filters. To send the email with specific dashboard filters, click Send with filters. Then, click Add filter and select a filter.

dashboard-set-up-recurring-email

Manage recurring dashboard emails

If you're a super admin or the owner of a dashboard, you can modify and delete a recurring email.

  • In your HubSpot account, navigate to Reports > Dashboards.
  • In the upper left, click the name of the current dashboard and select the dashboard you want to email or export.
  • In the upper right, click Share, then select Manage recurring emails.
  • In the dialog box, manage the recurring email:
    • To edit the email details, click the email nickname.
    • To change the recurring email owner:
      • Hover over the email, then click Actions and select Change owner.
      • In the dialog box, click the Recurring email owner dropdown menu, then select a new user.
      • Click Change owner.
    • To delete the recurring email:
      • Hover over the email, then click Actions and select Delete.
      • In the dialog box, click Delete recurring email.

Please note: a recurring email must be deleted at least two hours before it was due to send. If it's deleted within 2 hours of it's send time, the email will send to it's scheduled recipients.

Share dashboards and reports through the Slack integration

If you've installed the Slack integration, you can share dashboard reports with the rest of your team in Slack. Dashboards and reports can only be shared to public Slack channels. 

  • In your HubSpot account, navigate to Reports > Dashboards.
  • To share a dashboard:
    • In the upper left, click the name of the current dashboard and select the dashboard you want to email or export.
    • In the upper right, click the Share dropdown menu and select Share to Slack.

share-to-slack-dashboard

  • To share a report:
    • In the upper right of a report, clickverticalMenuMM More.
    • In the dropdown menu, select Share to Slack.
  • In the right panel, select the channel to send the link. You can optionally enter a message to accompany the Slack message.
  • Click Share to Slack.
  • A preview of the dashboard will display in Slack. If the user has access to the report in HubSpot, they can click the link in Slack to go directly to the report.

dashboard-slack

 

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