Dashboards & Reporting

MHemsley
Member

Send a report as CSV

Hello, 

 

I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv file or some sort of excel file.

 

Many thanks

 

Marc

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Send a report as CSV

Hi @MHemsley,

 

That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard emails: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards

 

I agree that this would be a useful addition, you can request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Ideas/ct-p/ideas

 

The product team reviews these requests based on their popularity.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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