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Reports

Send and schedule emails for individual reports (BETA)

Last updated: November 19, 2021

In Beta

Applies to:

All products and plans

From the reports dashboard, you can email individual reports 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.

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 when you want the email to send out.
      • Click the Scheduled time dropdown menu, then select the time that you want the email to send out. Report data will be captured two hours before this time.
      • 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 recurring email, 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.