How to automatically email out reports in HubSpot
Raina Ahuja
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9 steps
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19 seconds
HubSpot
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"