Report export to Excel Date Errors

[SMcGoldrick]

When exporting reports to Excel the date field does not match that of the date entered in Hubspot.  In reporting, the format view Month/Year and then when exported it reflects the first date of the month instead of the actual date entered on the record.  This is causing a gap with leveraging reporting as support to our internal invoice processes for handoffs.

[karstenkoehler · Accepted solution]

Hi @SMcGoldrick,

Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not necessarily the raw data.

Best regards

[SMcGoldrick · Accepted solution]

Updating solution to original post.  The date can be adjusted by selecting the frequency setting on the property when customizing the report.

[KHull4]

I'm having the same issue.  My spreadsheet is set to month day year, but the date still defaults to 1.  Nov 23, 2023 = Nov 1, 2023.  It's that way in all the date fields.  The dates are correct in the software but not on the spreadsheet

[SMcGoldrick · Accepted solution]

Updating solution to original post.  The date can be adjusted by selecting the frequency setting on the property when customizing the report.

[KHull4]

Can you explain where these settings are, please?  I did change one frequency setting to monthly but the date is still wrong

[SMcGoldrick · Accepted solution]

Edit your date property field in your report and select daily under frequency and the correct date will appear when exporting to Excel. It is a hubspot default to use monthly and will unfortunately need to correct every time you build a report.

[KHull4]

That fixed the problem. Thank you !

[karstenkoehler · Accepted solution]

Hi @SMcGoldrick,

Could you give a few examples / share screenshots? It sounds like your region settings in Excel might be causing this, not necessarily the raw data.

Best regards

[SMcGoldrick]

Thank you for the suggestion, I located that area and made an adjustment to my short date in Advance Settings and seems to help for the most part.  It works but not captured on the HubSpot Export Summary tab, only reflected on the 2nd tab titled the same as the report on the platform.