Hello - I need to delete several contacts I’ve identified from a custom report. Is this possible? Otherwise, can you convert a custom report into a list in order to delete these contacts?
Hi @BNason,
When it comes to managing records, HubSpot reports are view only. It’s not possible to delete or edit records straight from HubSpot reports.
Depending on how you set the report up, you might be able to click into the chart or table and click through to the record – allowing you to delete records one by one.
If you want to bulk delete, you would have to figure out a way to recreate the report as a list. This typically shouldn’t too big of an issue as you can replicate the list criteria from report filters and visualized fields.
If you’re getting stuck at any point, feel free to share a screenshot of your report criteria and more context about which contacts exactly you’d like to delete.
Best regards!
Hi @BNason ,
Follow the beolw steps:
1. Open a report and click Action > Export and export data in CSV or XLS file:
2. I exported this report with contacts:
My exported file:
3. Now you can import this file in the HubSpot and create a list/or filter the contacts on contacts dashboards: import is any of: import file name. select and bulk delete the contacts:
Hope this helps!
Thanks
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