Exporting Email Report

SOLVE
AllisonAltus
Top Contributor

Hi when exporting sent email report, is there a way to customize the columns? e.g i want to export the report with the recipients' company name. In my report it only shows a column with their email address.  

Thanks

Allison 

1 Accepted solution

Accepted Solutions
edjusten
Solution
HubSpot Employee

Hi @AllisonAltus At this time, only the shown options are available. Since the company property is not crucial to the sending of the email, it is not included in the report.

 

As an alternative, you could use the list tool to create a list of opens or clicks of the email, and export that with the company name. This would show you actively engaged contacts without having to weed through contacts who didn't open the message. 

 

Thank you,

Ed Justen


Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

0 Upvotes
8 Replies 8
edjusten
Solution
HubSpot Employee

Hi @AllisonAltus At this time, only the shown options are available. Since the company property is not crucial to the sending of the email, it is not included in the report.

 

As an alternative, you could use the list tool to create a list of opens or clicks of the email, and export that with the company name. This would show you actively engaged contacts without having to weed through contacts who didn't open the message. 

 

Thank you,

Ed Justen


Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

0 Upvotes
Margaret
Participant

We have the same request. Our Sales team would like to analyze email data for recipients who've opened/clicked/etc. and it would be a lot easier for them to sort the report by company. I seem to remember being able to customize the fields - it would be helpful to at least include this one.

 

The alternative approach - creating a list off the recipients - did not yield the same number of recipients (I'm guessing because of contact changes) and so I cannot merge the two reports to include the company.

 

Thanks for all you do!

rickuz
Participant

Yes. Me too.  I'm often amazed at the basic things you cannot do in Hubspot. If I want to export a report of engagement with an email, I cannot include the company name. So, I may have email addresses on that report that are at Gmail, or Hotmail, or Comcast.net and I, or whoever I send it to, can't quickly tell who the company is. It should be a basic feature in Hubspot to be able to select whatever fields were on the original list and include them in an exported report that shows that email's performance.  

jackielee
Participant

This would be a great function to customize the columns in the export to include things like first and last name!

tcxen
Participant | Gold Partner

We are also still looking for this functionality.

Looking for an easy way to export out the information we need (i.e. Company and other fields) directly from the email performance report.

0 Upvotes
Peterson
Participant

It is crucial to our business to be able to retrieve contact information (phone numbers, customer and company name, other custom properties) when sending out open and clicks report. This provides us with an easy "at-one-glance" reporting.

0 Upvotes
JessicaH
HubSpot Alumni

Hi everyone!

 

Thanks for the feedback.

Currently, this is not a functionality of the tool. If you would like to see this implemented in the future, I would recommend sharing this idea in our ideas forum.

 

Take care!

Jess


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


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


0 Upvotes
JHendriks
Participant

Hi all, I am a rather new user. a couple of months in now on the starter package. Is this functionality still not in? and what would be the work around that is recommended to not have to manually look up and add all the information?

 

We want to do a weekly export of all engagement and import that into Salesforce. The sync would be great but we do not have the budget yet for an upgraded licence. 

 

thank you!

0 Upvotes