Export Summarized Report Only

I created a simple report and the view is appropriate while in the app. However, when exporting, I get an unsummarized view with Company Name and Contact Name listed numerous times down the rows. I don’t know why I am getting all of the duplicate data. I am viewing Company Name, Contact Name, Contact Owner and Next Scheduled Call (custom field). The export will list company name and contact name multiple times.

Hi @jrutila,

Thanks for reaching out to the Community!

I have noticed that this issue commonly arises when multiple data sources are selected for a report. If this is your case, I would suggest creating a duplicate of the report, removing any unnecessary data sources, and attempting the export again to determine if the problem persists.

Please let me know if the suggested solution resolves the issue for you.

Best regards,

Diana

I updated data sources to a single source and still recieved the same output.

Hi @jrutila,

Thank you for bringing this to our attention. In order to address and resolve this particular behavior you’re experiencing, I recommend reaching out to our HubSpot support team. They are a part of your subscription and are equipped to assist you promptly and efficiently. When contacting the support team, they will be able to guide you through the troubleshooting process. One of the helpful features they offer is the ability to remotely view your screen. This will allow them to identify the possible source of the behavior and help you find a solution.

Best regards and happy holidays!

Diana

This does seem to occur when it is a custom report with multiple data sources, a quick fix if you are using a table, as I was mainly interested in the columns, you can set an arbitrary value as a field, then they unsummarzied data will appear the same, you can then export it like this. Not ideal, strange that you can’t just export a report to a csv.