Exporting Charts from Dashboards

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi

I’m trying to find a way of taking a chart from the Dashboard so that I can insert into a Board report.

Last month I was able to do this, but it seems when emailing it only emails the report data now and the same when using export it only gives the option of exporting in CSV, XLS.

Can anyone help please?

Many thanks

Tracy

2

Hi @TEdwards4,

If you want to export report data, you would follow these steps: Share or export reports and dashboards

(When you share a dashboard or report via email, the original data will not be attached.)

Best regards!

3

Thanks for the suggested solution, but this doesn’t give me exactly what I need.
I need to be able to take the Chart/Graphical output and either cut and paste or save as a graphic file so that it can be inserted into a Word document. How can I do this?
Thanks

4

Hi @TEdwards4,

Thanks for specifying, this is new information.

When you share a report or dashboard via email (https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards) you can select to include a PDF or PNG files:

karstenkoehler_0-1673432558401.png
karstenkoehler_0-1673432558401.png620×858 43.6 KB

Best regards!

5

Thank you.

Very klunky but gets the job done!

6

Agree, there should be a way to export a PNG directly from HS to use in documents/presentations.

7

Hi @TEdwards4 ,

Your request has inspired us at Slideform to create an integration that pulls HubSpot charts from a dashboard and embeds them into a report automatically. You can use your own customized report template and every month/week/day you get a new report with the latest charts filled in.

Let me know what you think:

8

Thanks for sharing, @ABoyer9 :orange_heart: — Jaycee