Export CSV files of contacts with overdue tasks

Smart CRM & Sales Hub Sales Hub Tools
1

Is there a way to Export overdue tasks with the contact record details? I have around 100 tasks that require a mailmerge. I can see how to export the tasks themselves but this doesn’t bring the contact’s address information (ideally need a CSV file) so that it can be used for a mailmerge.

2

Hi @RichardM50,

This can be achieved by creating and exporting a report across contacts and tasks under Menu > Reports > Reports > Create report > Custom report builder, selecting Contacts and Sales activities as data sources and filtering the report by Activity type “Task”. You can then choose a table visualization, add the columns (fields) you’re interested in and export the report data.

This requires a Professional subscription, to access custom reports. Without custom reports, this cannot be achieved natively.

Let me know if you need more details or have any follow-up questions!

3

@RichardM50 your answer lies with @karstenkoehler. I’m curious as to why you’re exporting and doing a mailmerge. Is there something you can’t perform within HubSpot you’re working on? I always like to learn new use cases, especially when it involves exporting data. Thanks!

4

The only thing showing up on the CSV file is the Contact ID and Task ID. Not sure where I’m going wrong?

5

Hi @RichardM50,

Can you share which steps exactly you took? If possible, would you share a screenshot of your report settings?

Best regards

6

I follows the steps outlined in your response and hit ‘export’. I even
tried including ‘Tasks’ to the data sources. Couldn’t see where to
select/filter ‘due’ tasks - but given that the output only included ID’s
not sure its worth filtering anything further out - it’s details that I’m
missing (would be happy to filter the data in Excel if needed)

7

Hi @RichardM50,

Can you please share a screenshot of your report settings? Feel free to pixelate the actual data but the filters and fields need to be visible.

Best regards

8

I’ve exported this overdue task list but want to add the due dates to see “how late” some folks are with their tasks. Have not been able to find a filter for this. How can I build this report (overdue tasks, by agent, including due date)