Dashboards & Reporting

SMcGoldrick
投稿者

Report export to Excel Date Errors

解決

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.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Report export to Excel Date Errors

解決

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

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Report export to Excel Date Errors

解決

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
投稿者

Report export to Excel Date Errors

解決

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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