topic Re: Change to report exporting? in Dashboards & Reporting

Change to report exporting?

SteveMatlick — Tue, 18 Feb 2020 14:44:26 GMT

Has there been a recent change to how reports are exporting? Previously the data export would be based on the column order on the Data tab but I tried exporting long-standing custom reports we use for weekly offline reporting and the export is using the column order from the Visualization tab. This is also causing columns that were not even added to the report by me to now appear in the export (e.g. in a Deals report the Pipeline property is now exporting but was never a part of this report.

I went back and compared this morning's export to earlier exports in December and January and they are different. Does anyone know if this is an unintentional change or if it's by design?

Thanks!

Re: Change to report exporting?

chrisheldman — Tue, 18 Feb 2020 19:18:08 GMT

Yes we found the same problem this morning with no solutions on the web. This means we have to entirely regenerate the pivot table reports that we use for Sales and pipeline management.

But if we do this how do we know it will not be arbitrality changed again???

Very frustrating!!!!!

Re: Change to report exporting?

jennysowyrda — Tue, 18 Feb 2020 22:18:17 GMT

Hi @chrisheldman and @SteveMatlick,

Thank you for reaching out about this! This change has been rolled back and the issues you were experiencing should no longer be occurring.

Please let me know if you are still experiencing these issues.

Thank you,
Jenny

Re: Change to report exporting?

SteveMatlick — Wed, 19 Feb 2020 15:48:42 GMT

Thank you @jennysowyrda ! I can confirm that this is working as it was previously.

Re: Change to report exporting?

theotherjz — Mon, 07 Nov 2022 17:48:48 GMT

Hi, I'm still experiencing this with reporting. If I move the order of the columns on the "Configure Report" tab, the export doesn't reflect that column order in Excel.

Re: Change to report exporting?

DDelaney3 — Fri, 23 Feb 2024 14:14:57 GMT

We are new to the Professional Sales service level and I have a custom report that I export to Excel. When I arrange the properties in the left panel (that says Display at the top), I can see the order in the Visualization tab on the right. BUT, when I export to Excel, they are all in different places. I am having to manually cut/paste columns - opening up tons of margin for human error in reporting. Is there a way to fix that?

Re: Change to report exporting?

BérangèreL — Thu, 14 Mar 2024 12:48:14 GMT

Hi @DDelaney3, I hope that you are well!

Sorry for the delay in the response.

I checked for you and at the moment this is not possible.

I’ve noticed a similar idea already present in our Ideas Forum: Export a list of contacts, while maintaining the order of properties.

To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

Thank you and have a beautiful day!

Best,
Bérangère

Re: Change to report exporting

DDelaney3 — Thu, 14 Mar 2024 12:57:42 GMT

I replied to the user request you suggested.
I will also share my workaround with you.

If you look at the Data tab in the report and make sure the properties are in the desired order in that view, it will export as desired. Do not look at the Visualization tab unless your audience will view it online, inside a HubSpot dashboard.