export reporting to excel?

SOLVE
tim1468
Top Contributor

Hello

They are now a possibility to export reporting too excel?

1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

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

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
11 Replies 11
MFrankJohnson
Solution
Thought Leader

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

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
tim1468
Top Contributor

Thanks 🙂

0 Upvotes
Aprinczkel
Participant

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

jayzee
Participant

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.

emily911
Participant

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

 

0 Upvotes
Herschel
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

rcampbell
Participant

I dont have an option to export... 

0 Upvotes
mtatari
Participant

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
PamCotton
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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes
tim1468
Top Contributor

Thanks for your answer

0 Upvotes
SRandall
Participant

Why remove the option to export from some of the reports (in free version). I was using an activity report export which now seems to have been disabled?

 

Is this Activity report only avaiable in the paid version?

 

thanks

0 Upvotes