topic Re: export reporting to excel? in Dashboards & Reporting

export reporting to excel?

tim1468 — Wed, 29 Aug 2018 08:54:28 GMT

Hello

They are now a possibility to export reporting too excel?

Re: export reporting to excel?

MFrankJohnson — Wed, 29 Aug 2018 10:46:25 GMT

Yes - see Can I export visual reports of my dashboards from HubSpot?

Re: export reporting to excel?

tim1468 — Wed, 29 Aug 2018 11:23:51 GMT

Thanks 🙂

Re: export reporting to excel?

tim1468 — Mon, 17 Sep 2018 13:41:53 GMT

Thanks for your answer

Re: export reporting to excel?

Aprinczkel — Tue, 12 Mar 2019 09:56:24 GMT

Hi! Where can I find the option to export a report/dashboard to Excel? Thanks!

Re: export reporting to excel?

jayzee — Tue, 09 Jul 2019 15:21:11 GMT

The actual answer to the question is NO. The link provided shows how to export as PDF, PPTX, or PNG, not Excel!

Unfortunately, due to some kind of bug in Hubspot, the PDF, PPTX, and PNG exports all crop the report to less than 2 columns of data, which is not acceptable.

A true Excel (or even CSV) export would be preferred.

Re: export reporting to excel?

emily911 — Mon, 12 Aug 2019 14:44:57 GMT

Yes, agreed, this is useless for any report that's more than a simple graph.

Re: export reporting to excel?

Herschel — Fri, 20 Sep 2019 17:31:40 GMT

You can export report data to Excel at least for custom reports, but it is in a weird place, in the report editor:

https://knowledge.hubspot.com/articles/kcs_article/account/export-your-content-and-data#custom-reports

You can also get to the report editor from your Dashboard by selecting a specific report Actions > Edit

Re: export reporting to excel?

rcampbell — Fri, 15 May 2020 20:33:04 GMT

I dont have an option to export...

Re: export reporting to excel?

mtatari — Thu, 24 Sep 2020 08:30:50 GMT

Hi,

Is the export of reports available to free users ?

I see some users not able to export, is it due to free or some access settings ?

Re: export reporting to excel?

PamCotton — Thu, 24 Sep 2020 20:20:47 GMT

Hi @mtatari

You are able to export your report, but there are a few reports where the option to export won't be available. See the screenshot below.

I hope this information helps.

Pam

Re: export reporting to excel?

SRandall — Mon, 13 Sep 2021 14:05:57 GMT

Why remove the option to export from some of the reports (in free version). I was using an activity report export which now seems to have been disabled?

Is this Activity report only avaiable in the paid version?

thanks

Re: export reporting to excel?

elizsmith — Mon, 20 Mar 2023 18:39:41 GMT

Hi Pam, when you say "there are a few reports where the option to export won't be available" can you elaborate? Is there a certain report type that is not available for exporting?