Dashboards & Reporting

tim1468
Colaborador líder

export reporting to excel?

resolver

Hello

They are now a possibility to export reporting too excel?

1 Soluciones aceptada
MFrankJohnson
Solución
Líder intelectual

export reporting to excel?

resolver

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


www.mfrankjohnson.com

Ver la solución en mensaje original publicado

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12 Respuestas 12
SRandall
Participante

export reporting to excel?

resolver

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

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tim1468
Colaborador líder

export reporting to excel?

resolver

Thanks for your answer

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MFrankJohnson
Solución
Líder intelectual

export reporting to excel?

resolver

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


www.mfrankjohnson.com
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mtatari
Participante

export reporting to excel?

resolver

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 ?

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PamCotton
Administrador de la comunidad
Administrador de la comunidad

export reporting to excel?

resolver

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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elizsmith
Colaborador

export reporting to excel?

resolver

Hi Pam, when you say "there are a few reports where the option to export won't be available" can you elaborate? Is there a certain report type that is not available for exporting?

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Herschel
Colaborador líder

export reporting to excel?

resolver

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
Participante

export reporting to excel?

resolver

I dont have an option to export... 

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jayzee
Participante

export reporting to excel?

resolver

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
Participante

export reporting to excel?

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

 

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Aprinczkel
Participante

export reporting to excel?

resolver

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

tim1468
Colaborador líder

export reporting to excel?

resolver

Thanks 🙂

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