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 Delivery frequency dropdown menu, then select Daily, Weekly, or Monthly.In the Email nickname field, enter an internal name for the email.Under Is this a recurring email? select Yes, this is a recurring email.To send the email on a recurring schedule:.To preview the report that the recipients will receive in a new tab, click Preview externalLink.In the Message field, enter the email body text.In the Email subject field, enter the email subject line that will appear in the recipient's inbox.Click the Recipients dropdown menu, then select the users that you want to send the email to.In the right sidebar, set up your email details:.Hover over the report that you want to email, then click the Actions dropdown menu.To send and schedule emails for an individual report: However, when you export a funnel report, the export file will contain the objects created in that date range. Please note: a funnel report displays objects that changed stages within the selected date range. Once the export is processed, you'll receive a download link through email and in your notification center. 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.Hover over the report you want to export, then click the Actions dropdown menu and select Export.In your HubSpot account, navigate to Reports > Reports.To export a report as a CSV or Excel file: Advanced custom reports will export with fields that have been added to the Configure tab of the report builder.Single object reports will export with properties that have been added to the Selected properties section of the Data tab of the report builder.You can set up multiple recurring emails for a single report.Įxports will include fields that have been added to the report: You can also schedule recurring report emails on a daily, weekly, or monthly basis. Export a reportįrom the reports dashboard, you can export a report as a CSV or Excel file, or email the report to users in the account. With the Slack integration, you can share a dashboard to a specific Slack channel.īelow, learn about each method.Emails can be sent once or scheduled to be sent daily, weekly, or monthly. For dashboards, you can send an email containing a link to a dashboard in HubSpot.Exports cannot be scheduled on a recurring basis. You can also export a report as a CSV or Excel file. For individual reports, you can send an email containing a link to the report in HubSpot.In HubSpot, there are a few ways to export your reports:
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