April 29, 2024

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

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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.