I want to generate a report of all of the meetings I have scheduled this year. I was just told on the phone that there is not a way to generate the report.
We had to export the dashboard and apply a filter to Upcoming Meetings to get the data but I cannot export the data in a way that I can then easily copy and paste into an excel file. It almost just exports an image of the data.
I need this to be a thing! I need to be able to show how many meetings I have booked and attended regarding specific things this year.
This feature needs to happen. It’s head scratching how we cannot report on not only meetings, but all engagements. If I as a team leader want to see what upcoming meetings my reps have, there is no easy way to export and sort this externally. Only view it through the dash.
@MattF it is pretty simple. You connect your HubSpot account using OAuth, then pick what objects you want to export (notes, tasks, calls, meetings, …) and then pick fields you want to include in the export file. After data was loaded from HubSpot you will be given a choice to download a CSV file for further processing.
Disclaimer: if it’s not obvious, I am with Import2 team
Bump. Generally, a user friendly, object-level export tool that doesn’t require a third-party integration would be a GREAT addition. Specifically, the meetings would be very useful for us. For the moment we are going to try to do this with the Import2 tool mentioned above, and see what’s what..
It would be awesome if we had the capability to export meeting data. For example - We used the Round Robin feature for a rapid hiring event where people could book a meeting for their interview slot. When the meeting goes on the calendar all you can see is the email address, not any of the details you requested in the setup for the meeting. I can see that 99 meetings were booked, but I can’t click to look at the details of those that booked the meeting (Name, Email, Location, etc) or which calendar it was booked on from those that I selected for the round-robin feature. If there was a way to export the data where we could see these details to a spreadsheet that would be amazing!
I want to create a calendar for video recordings and then export who is scheduled and what timeslots are still available to have printed out at our event. I wanted to use Hubspot Meetings to let customers schedule their own time, but this feature lack means I’ll be doing all the work manually in a spreadsheet.
I also get the concept where a manager would want to have this info and know what their reps are up to today and in the future.
I have found a solution to export Hubspot meetings to create advanced report, please feel free to message back me and I will be open to share more details.
