Export Productivity report detail

[gelflex-cc]

Hi. Haven’t used all the functions of reports yet. I would like to be able to take the productivity report and export the details from each type. Is this possible? If not, is there a workaround?

@MFrankJohnson

Thanks.

[Bryantworks]

Hey @gelflex-cc

It looks like that functionality to export by breakdown is built into the report:

If you’re asking to export by individual line items (see each email sent, etc.) I’m not sure you can do that.

[gelflex-cc]

@Bryantworks I am not seeing the same thing you are.

[Bryantworks]

Hey @gelflex-cc

Head to Reports > Reports :

Then select “Edit in Builder” (It seems you don’t have permissions for this one):

Then when you’re in the builder you can export:

It looks like the overlying issue is you don’t currently have permission to export out these reports, you might have to reach out to your super admin to get those permissions.

[gelflex-cc]

@Bryantworks Ahhh. That is a report add on. Hmm. Thank you.

[MFrankJohnson]

Ah, that export came from Sales Pro with no reporting add-ons.

[gelflex-cc]

@MFrankJohnson baby steps for me. Free version a couple of places and starter in another.

[MFrankJohnson]

Dunno of workarounds to extract any more data than is present in the default .csv exports.

- see image

HubSpot Productivity Report Export

[gelflex-cc]

@MFrankJohnson I can not find the export capability. Is this an advanced function?