weekly report

Marketing & Content Hub Reporting & Analytics
1

Hello,

I want to create a weekly report about last weeks meetings, but i want to include the note’s. The problem is that i get duplicates because of the notes is it possible to set them together so that each deal has got all the notes of that deal.

If i export the excel straight from the deal dashboard the notes merged in each deal. that is the way i want it.

2

Hey @EnrickDeMunter, this would be possible using a pivot report type via a custom report, but unfortunately that is a Pro+ feature!

3

would it be possible to make automatic exports out of the deals every week?

4

@EnrickDeMunter - Yes, you could set up an automatic emails ending out the Deal report each week - instructions linked here

5

Sorry i didn’t explain properly, What i want is that in crm-> deals you can export an excel. And i want that excel to be exported automatically every week. Is that possible?

6

Hey @EnrickDeMunter I fear that is not possible with HubSpot-only features. You may need to use third-party integrations like Zapier for the job.
For instance, with Zapier you can:

Create a Zap that triggers a report export based on specific criteria (e.g., new deals created or updated within the last week). This Zap can then send the data to an Excel sheet in Google Sheets or Microsoft Excel Online.

If doing this manually, you will need to first:

  1. Create a Custom Report: To do so, simply go to Reports > Reports and click on Create Custom Report. Choose the Single Object or Cross Object report depending on your needs. Include the Deals object and add a filter to show deals created or updated in the last week. Add the Notes property to the report so that you can see the notes associated with each deal.
  2. Click on the Export button. Choose the Excel format and schedule it to export weekly.

If you REALLY want to automate this, you will need to rely on HubSpot APIs + a Python script.
Hope this helps!