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Email a HubSpot report or dashboard on a schedule: who can receive it and the 2 hour rule

A home builder wanted a weekly report in two managers' inboxes. The schedule is easy. The recipient rules are what catch people.

Subscription
All tiers; one-time dashboard emails to non-users need Professional or Enterprise
Permissions
Reports access; Super Admin or the owner to edit or delete a recurring email
Time
5 min · Beginner
Last verified

Short answer

HubSpot's KB says recurring report emails and recurring dashboard emails can only be sent to HubSpot users. Frequency is daily, weekly or monthly. One-time sends are looser: a dashboard can go to non-users if their domain is connected as an email sending domain, and that needs Professional or Enterprise plus admin-level reporting permissions. To stop a schedule, delete it at least two hours before it is due, or it still sends.

1. Recurring means HubSpot users

For a home builder client we set up a recurring email so two managers got a report on a regular schedule. Both were HubSpot users, which is the rule: recurring report and dashboard emails only go to HubSpot users. In the dialog the recipient field is labeled Internal recipients.

Email this dashboard dialog with Yes, this is a recurring email selected and the Internal recipients field
Recurring (1) and Internal recipients (2).

2. One-time sends are different

  • Reports: one-time emails can go to non-users through the Other recipients field, and their addresses must be on a verified domain.
  • Dashboards: one-time emails can go to non-users when the recipient's domain is connected as an email sending domain. That needs Professional or Enterprise and admin-level Reporting permissions.
  • HubSpot's limit is 100 emails per day to non-HubSpot users. Contacts or users with bounced addresses cannot receive report emails.
Email this dashboard dialog with the send once option selected and a Send now button
Send once (1) and Send now (2).

3. Changing or stopping a schedule

For a report: Reporting, Reports, hover the report, Actions > Manage recurring shares. For a dashboard: open it, click Share, then Manage recurring emails. You must be a Super Admin or the owner. Delete it at least two hours before its send time. HubSpot captures the report data two hours ahead, and a schedule deleted inside that window still sends.

4. If someone is not getting them

The dialog points to two things: the recipient allowlisting HubSpot's sending addresses, and their share notifications being turned on.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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