Dashboards & Reporting

WWiant12
Participant

Exporting Revenue Reports

HI Hubspot Community! We are trying to recreate a report that we had in Salesforce for our CEO and with the help of support we were able to create it. That's the good news. Our struggles are around 2 things:

1. How do we get rid of the screen to the right of the report that we create? Our CEO would like to be able to see the report and work with it but the "filters/edit" screen is in the way- below is a sample of what I am seeing

WWiant12_0-1709849090791.png

2. If there is no solve for that then how do we export this report correctly without having to spend time manipulating it in Excel? When we import this report, I expect that it will be rendered correctly- in stead, here is what we get:


 
Updating Media

 

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2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Exporting Revenue Reports

Hi @WWiant12,

 

The moment you save a report to a dashboard (a collection of reports), you'll only see the report, not the filters. What you're sharing as a screenshot will then only be visible when clicking on a report in a dashboard. https://knowledge.hubspot.com/dashboards/manage-your-dashboards

 

In other words: create a dashboard, save the report to it, resize it to your needs and you're all set.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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WWiant12
Participant

Exporting Revenue Reports

WWiant12_0-1709849720570.png

This is what we see when we try to export the report

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