topic Re: How to activate the csv file attachment in share reportings? in Dashboards & Reporting

How to activate the csv file attachment in share reportings?

PZimathies — Mon, 17 Jun 2024 09:53:53 GMT

Hello Everyone,

I have a quick Question: after creating a report i want to use the recurring email functionality to emial the report to our BI team. They need it as csv file but for me the file attachment section in the report is greyed out. How can I activate this functionality?

Re: How to activate the csv file attachment in share reportings?

karstenkoehler — Mon, 17 Jun 2024 09:58:57 GMT

Hi @PZimathies,

Do you have export permissions and do the recipients as well? This would be my first hypothesis. In this case, you would have adjust the permissions: https://knowledge.hubspot.com/user-management/manage-user-permissions

If you hover your mouse over the grayed out field or the (i) you might see a tool tip / explanation.

Best regards

Re: How to activate the csv file attachment in share reportings?

PZimathies — Mon, 17 Jun 2024 10:12:36 GMT

@karstenkoehler thank you for your quick reply. 🙏

I'm super admin for the account and currently my email is set as recipient for the report.

Hovering over the tooltip shows me this:

So I guess this feature isn't live yet? 😢

The Link leasds to this page: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

But there I can't find anymore information on this. It also only says there: "choose the file format with the dropdown"

Re: How to activate the csv file attachment in share reportings?

karstenkoehler — Mon, 17 Jun 2024 10:23:19 GMT

@PZimathies what type of the report are you trying? Single object report or custom report builder?

As you found in the tool tip, not all report types are supported yet.

Re: How to activate the csv file attachment in share reportings?

PZimathies — Mon, 17 Jun 2024 12:14:22 GMT

I created a custom report based on the contact object and EMail sending. So I guess this doesn't work.

Hmm that's a shame. But then we need to look for other options to get the data.

Thanks for your support!