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MHemsley on July 01, 2022
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 fi read more
Reply Admin
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 01, 2022 06:39
Hi @MHemsley , That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard e...read more
LizCoralli on June 22, 2021
Send Dashboard Emails Filtered by Dynamic Values
Dashboards hold the most up-to-date information about how your teams and strategies are performing, and HubSpot wants to ensure you can add a filter to provide additional context and showing your stakeholders the most revelent insights. Enter: the read more
Reply Admin CRM Dashboards Reports
2 upvotes
2 Replies
LizCoralli
HubSpot Customer Trainer
September 29, 2021 07:59
Hi @CStanley You can email a dashboard to a team alias if you have the email alias added as a user in your instance of HubSpot. Alternatively if yo...read more
RHendum on June 09, 2021
How to "unfollow"/delete or otherwise remove unrelevant/personal emails from hubspot
Hello, I have a similiar situation as described in this thread: https://community.hubspot.com/t5/Dashboards-Reporting/How-to-delete-emails-from-Team-Activity-on-the-Sales-Dashboard/td-p/179009 However, I can't simply delete the emails in questio read more
Reply Admin
0 upvote
4 Replies
RHendum
Participant
June 10, 2021 07:41
https://community.hubspot.com/t5/Sales-Email/Deleting-Notifications-From-Activity-Feed/m-p/256671 Sorry for not being precise in my question/compl...read more
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