Dashboards & Reporting

PJepson
Member

Print or Export Reports

SOLVE

I could not find a way to do this.

0 Upvotes
1 Accepted solution
MrJustinGivens
Solution
Top Contributor | Partner
Top Contributor | Partner

Print or Export Reports

SOLVE

@PJepson you can only export certain reports from the Reports list. 

 

You can also email this email or send to slack.

MrJustinGivens_0-1667941750585.png

 

If the report is on a dashboard, share the dashboard and select PDF as the attachment:

MrJustinGivens_1-1667941816813.png

 

 

If you have any other questions or issues let us know in a reply.

Cheers,
Justin

 










Justin Givens


HUG Leader & Community Champion


Resident HubSpot Nerd | Image in a Box






 












mobilePhone





(256) 886-8269 | (256) 434-5877







emailAddress





justin@imageianbox.com







website





imageinabox.com







 





Schedule a time to talk







website





Let's connect on LinkedIn

















View solution in original post

3 Replies 3
MrJustinGivens
Solution
Top Contributor | Partner
Top Contributor | Partner

Print or Export Reports

SOLVE

@PJepson you can only export certain reports from the Reports list. 

 

You can also email this email or send to slack.

MrJustinGivens_0-1667941750585.png

 

If the report is on a dashboard, share the dashboard and select PDF as the attachment:

MrJustinGivens_1-1667941816813.png

 

 

If you have any other questions or issues let us know in a reply.

Cheers,
Justin

 










Justin Givens


HUG Leader & Community Champion


Resident HubSpot Nerd | Image in a Box






 












mobilePhone





(256) 886-8269 | (256) 434-5877







emailAddress





justin@imageianbox.com







website





imageinabox.com







 





Schedule a time to talk







website





Let's connect on LinkedIn

















BWilliamson6
Member

Print or Export Reports

SOLVE

Whilst this works, its manual. I have created a report that I need to be exported to CSV and emailed to a team on a weekly basis to report on. The fact, I can send the email is great but being able to have the exported CSV file attached to the email would be PERFECT.

0 Upvotes
kvonloesecke
Community Manager
Community Manager

Print or Export Reports

SOLVE

Hi @PJepson,

 

Thank you for reaching out!

 

I wanted to share this help article which presents option on how to email, slack or export reports or dashboards.

 

I hope this helps!

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !