How to automatically email out reports in HubSpot
- |
- 9 steps |
- 19 seconds
1
Navigate to your HubSpot workspace.
2
Click "Reports"
3
Click "Dashboards".
4
Navigate to your preferred dashboard.
5
Click on "Actions" in the top right.
6
Click "Email this dashboard".
7
Click "Yes, this is a recurring email".
8
Fill in the fields.
9
Click "Schedule email"
