Ability to export Excel files from dashboard custom reports
The custom report feature is great but I think we should also be able to export the data from the custom report from the dashboard into an excel file in addition to pdf and ppt.
I agree 100%. As well, if it can only be exported into a PDF, it needs to be readable. Because of the names of my Deals and stages, almost all of my information is cut off in the auto-generated reports, rendering them effectively useless. I would love to have Excel to be an option so I can auto email my management cash flow reports.
Agreed! And when exporting would it be possible to see all of the data. Otherwise, the reports are useless. You can't view the entire report on the dashboard (scroll through pages) nor can you email the report (again, limited data) and when you export it your limited to PDF which is the same issue as the email limitation.
Yes, we want to be able to report on and seem more details 1 on 1 emails than the current dashboards allows. We should be able to see things like sales email sent on dates, and subjects - and report on those or export the data in excel.
Completely agree, this is a must feature for reporting from HubSpot. At the moment it is very inefficient for a sales manager to have to manually enter the dashboard results onto an excel sheet.
This is a necessary feature, especially considering customization on reports is minimal and the PDF export is low resolution and not usable for professional presentation. Frustrating to have all this powerful data with little capabilities.
Please can Hubspot build this idea, I'm sure it is minimum effort to add this functionality after adding the PPTX abilities for reporting charts.
I have a scenario in my company that managers would like data tables sent to them via email on a daily basis. The current limitations stop us from doing this with limiting the amount of rows within the email sent + not being able to add the table views to an XLSX file on the email.
