topic Re: Report export to Excel Date Errors in Dashboards & Reporting

Report export to Excel Date Errors

SMcGoldrick — Wed, 20 Sep 2023 19:41:18 GMT

When exporting reports to Excel the date field does not match that of the date entered in Hubspot. In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the record. This is causing a gap with leveraging reporting as support to our internal invoice processes for handoffs.

Re: Report export to Excel Date Errors

karstenkoehler — Thu, 21 Sep 2023 04:28:27 GMT

Hi @SMcGoldrick,

Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not necessarily the raw data.

Best regards

Re: Report export to Excel Date Errors

SMcGoldrick — Thu, 21 Sep 2023 13:24:33 GMT

Thank you for the suggestion, I located that area and made an adjustment to my short date in Advance Settings and seems to help for the most part. It works but not captured on the HubSpot Export Summary tab, only reflected on the 2nd tab titled the same as the report on the platform.

Re: Report export to Excel Date Errors

SMcGoldrick — Tue, 09 Jul 2024 13:15:22 GMT

Updating solution to original post. The date can be adjusted by selecting the frequency setting on the property when customizing the report.

Re: Report export to Excel Date Errors

KHull4 — Fri, 13 Sep 2024 20:35:35 GMT

I'm having the same issue. My spreadsheet is set to month day year, but the date still defaults to 1. Nov 23, 2023 = Nov 1, 2023. It's that way in all the date fields. The dates are correct in the software but not on the spreadsheet

Re: Report export to Excel Date Errors

KHull4 — Fri, 13 Sep 2024 20:36:39 GMT

Can you explain where these settings are, please? I did change one frequency setting to monthly but the date is still wrong

Re: Report export to Excel Date Errors

SMcGoldrick — Mon, 16 Sep 2024 13:09:46 GMT

Edit your date property field in your report and select daily under frequency and the correct date will appear when exporting to Excel. It is a hubspot default to use monthly and will unfortunately need to correct every time you build a report.

Re: Report export to Excel Date Errors

KHull4 — Mon, 16 Sep 2024 22:48:46 GMT

That fixed the problem. Thank you !