Dashboards & Reporting

SMcGoldrick
Colaborador

Report export to Excel Date Errors

resolver

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.

3 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Report export to Excel Date Errors

resolver

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

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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SMcGoldrick
Solución
Colaborador

Report export to Excel Date Errors

resolver

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

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SMcGoldrick
Solución
Colaborador

Report export to Excel Date Errors

resolver
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.

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7 Respuestas 7
KHull4
Miembro

Report export to Excel Date Errors

resolver

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

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SMcGoldrick
Solución
Colaborador

Report export to Excel Date Errors

resolver

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

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KHull4
Miembro

Report export to Excel Date Errors

resolver

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

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SMcGoldrick
Solución
Colaborador

Report export to Excel Date Errors

resolver
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.
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KHull4
Miembro

Report export to Excel Date Errors

resolver
That fixed the problem. Thank you !
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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Report export to Excel Date Errors

resolver

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

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SMcGoldrick
Colaborador

Report export to Excel Date Errors

resolver

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.  

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