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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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.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

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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.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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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. 

 

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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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Top Contributor

Thanks for your answer

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