Dashboards & Reporting

tim1468
Contributeur de premier rang

export reporting to excel?

SOLVE

Hello

They are now a possibility to export reporting too excel?

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

export reporting to excel?

SOLVE

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

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
11 Replies 11
SRandall
Participant

export reporting to excel?

SOLVE

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
tim1468
Contributeur de premier rang

export reporting to excel?

SOLVE

Thanks for your answer

0 Upvotes
MFrankJohnson
Solution
Thought Leader

export reporting to excel?

SOLVE

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

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
mtatari
Participant

export reporting to excel?

SOLVE

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
Community Manager

export reporting to excel?

SOLVE

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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0 Upvotes
Herschel
Contributeur de premier rang

export reporting to excel?

SOLVE

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

export reporting to excel?

SOLVE

I dont have an option to export... 

0 Upvotes
jayzee
Participant

export reporting to excel?

SOLVE

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

export reporting to excel?

SOLVE

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

 

0 Upvotes
Aprinczkel
Participant

export reporting to excel?

SOLVE

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

tim1468
Contributeur de premier rang

export reporting to excel?

SOLVE

Thanks 🙂

0 Upvotes