Export to XLS/CSV was possible but not anymore?

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New Member

Hi, 

I just started using the HubSpot CRM tool. I chose HubSpot because it's customizable and because of the ability to export data to XLS/CSV.

But now when I want to export my dashboard data, I only see options for PDF and PPT. How is this possible? Is this feature currently under maintenance?

Greeting,
Pepijn 

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Regular Contributor

Hi @pepijntiktak

The data on the dashbord includes graphs etc therefore would not satisfy CSV parameters. The CSV file stores tabular data (numbers and text). The data is of course available as CSV format from the contacts section of the Hubspot CRM tool. 

Navigate to the Hubspot Marketing account.

Contacts > Lists

click on the name if the list you want to export

top right hand side > Click Export.

 

Hope this helps!

Ciaran

3 Replies 3
Regular Contributor

Hi @pepijntiktak

The data on the dashbord includes graphs etc therefore would not satisfy CSV parameters. The CSV file stores tabular data (numbers and text). The data is of course available as CSV format from the contacts section of the Hubspot CRM tool. 

Navigate to the Hubspot Marketing account.

Contacts > Lists

click on the name if the list you want to export

top right hand side > Click Export.

 

Hope this helps!

Ciaran

New Member

Hi TheGilldog,

Thank you for your quick response. This is indeed the feature that I saw earlier. I must have mistaken it with Dashboard export. 

Thank you so much.

Greetings,
Pepijn

Regular Contributor

You are very welcome! 

 

Anything esle you need just shout! 

 

Wecome to the community! 

 

Ciaran

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