May 22, 2018 10:05 AM
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Q: Is it possible to set up scheduled exports?
Short A: HubSpot has no built-in facility to setup scheduled exports.
Excellent suggestion. You may wish to add it to a new or existing thread in HubSpot Ideas.
Please include @MFrankJohnson in your message if you'd like me to reply.
Jun 20, 2018 2:39 PM
we absolutely agree this is a needed functionality. while you can schedule reports to be sent, you can not schedule exports. and some of our reporting needs to be in table exports because of the limited functionality of reporting.
5 hours ago
We need this as well, it seems like basic functionality that is missing. I contacted support who told me to use the scehduled dashboard functionality, which only emails a PDF file and only shows a snapshot of the data, not all of the data.
Need a report that I've created to be emailed on a weekly, monthly, etc basis as a CSV file.