What is it?

Custom reports can now be attached when you share dashboards or reports via email. This fixes an issue that previously caused custom reports to be omitted from email attachments.

Why does it matter?

If you rely on scheduled or one-time email shares to distribute insights to stakeholders who don't log into HubSpot regularly, missing custom reports broke your workflow and made email sharing unreliable. Custom reports now behave consistently with all other report types, so your email shares are complete every time.

How does it work?

No action is required on your part. Custom reports will now automatically attach when sharing dashboards or individual reports via email, whether scheduled or ad hoc.

If you have a recurring email scheduled for a dashboard that includes custom reports, those reports will now be included without any changes to your setup.

Who gets it?

Commerce Hub Professional, Commerce Hub Enterprise, Content Hub Professional, Content Hub Enterprise, Marketing Hub Professional, Marketing Hub Enterprise, Data Hub Professional, Data Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise