How do I set up automated reports to be sent to stakeholders each month with Hubspot?

Step 1: Login to Your HubSpot Account

• Navigate to the HubSpot login page.
• Enter your credentials to access your dashboard.

Step 2: Go to the Reports Section

• On the main navigation bar, hover over "Reports."
• Click on "Dashboards" from the dropdown menu.

Step 3: Choose the Desired Dashboard

• Browse through the list of your existing dashboards.
• Click on the title of the dashboard you wish to automate reports for.

Step 4: Access the 'Email Settings'

• Locate the 'Actions' or 'More' dropdown menu (typically found on the upper right corner of the dashboard).
• Click on "Email settings" from the dropdown options.

Step 5: Set the Email Frequency

• In the 'Send an email' section, select the 'Recurring' option.
• Choose 'Monthly' as the frequency.

Step 6: Select the Recipients

• Under the 'To' field, input the email addresses of the stakeholders who should receive the report.
• If sending to multiple recipients, separate each email address with a comma.

Step 7: Customize the Email Content (Optional)

• Adjust the subject line if needed.
• Add a personalized message or context for the report in the 'Message' section.

Step 8: Determine the Send Date and Time

• Choose a specific date of the month for sending the report (e.g., 1st of every month).
• Set your preferred time for the email to be dispatched.

Step 9: Enable or Set Attachments (Optional)

• Decide if you want to include an attachment (e.g., a PDF) of the dashboard.
• If yes, toggle on the attachment option and select your preferred file format.

Step 10: Review and Save

• Recheck all the email settings to ensure they match your preferences.
• Click on the 'Save' or 'Schedule' button to finalize the automation.

Step 11: Verify the Automation

• Once saved, you should see the upcoming email schedule listed under the 'Scheduled emails' section of the dashboard's email settings.
• Ensure that the details align with what you've set up.

Step 12: Inform the Stakeholders

• As a best practice, inform your stakeholders ahead of time that they will be receiving automated monthly reports.
• This ensures they anticipate the emails and reduces the chance of them marking the reports as spam.

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