export reporting to excel?

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Top Contributor

Hello

They are now a possibility to export reporting too excel?

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Solution
Community Superstar

Yes - see Can I export visual reports of my dashboards from HubSpot?

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


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Solution
Community Superstar

Yes - see Can I export visual reports of my dashboards from HubSpot?

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

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Top Contributor

Thanks 🙂

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New Contributor

Hi! Where can I find the option to export a report/dashboard to Excel? Thanks!

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New Contributor

The actual answer to the question is NO.  The link provided shows how to export as PDF, PPTX, or PNG, not Excel!

 

Unfortunately, due to some kind of bug in Hubspot, the PDF, PPTX, and PNG exports all crop the report to less than 2 columns of data, which is not acceptable.  

 

A true Excel (or even CSV) export would be preferred.

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Occasional Contributor

Yes, agreed, this is useless for any report that's more than a simple graph. 

 

0 Upvotes
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Top Contributor

You can export report data to Excel at least for custom reports, but it is in a weird place, in the report editor:

 

Exporting Custom Reports to Excel.png

https://knowledge.hubspot.com/articles/kcs_article/account/export-your-content-and-data#custom-repor...

 

You can also get to the report editor from your Dashboard by selecting a specific report Actions > Edit

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Occasional Contributor

I dont have an option to export... 

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New Contributor

Hi, 

 

Is the export of reports available to free users ?

I see some users not able to export, is it due to free or some access settings ?

0 Upvotes
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Community Manager

Hi @mtatari 

 

You are able to export your report, but there are a few reports where the option to export won't be available. See the screenshot below.

 

 

Screen Shot 2020-09-24 at 4.19.17 PM.png

 

I hope this information helps.

 

Pam


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Top Contributor

Thanks for your answer

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