HubSpot Ideas

AnastasiaSG1

Automatically send Excel Reports

It would be very handy if Hubspot could automatically send Excel Reports. For now Hubspot can only send PDF, PPT and PNG, which I find not very usefull.

With Excel Reports sent automatically, we could easily make analysis and share our results with some Partners for example, without having to download and prepare the file.

1 Reply
TerryB
Contributor

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.