HubSpot Ideas

gorand

Export dashboard report data to CSV, XLS or XLSX format

Hi HubSpot team,

 

When I tried to export data from Session Country report in Web Analytics Dashboard, I realized that data can be exported:

  • just in PDF, PPTX or ZIP format
  • just on dashboard level (it is not possible to export just one report)

I would like to be able to export data from any dashboard report (such as Session Country report) to CSV, XLS or XLSX for further analysis and visualisation in tools such as Excel, Power BI and Tableau.

 

Kind regards,

Goran

HubSpotからのアップデート
ステータスに更新: Not Currently Planned
September 14, 2021 06:09 AM

ステータスに更新: In Planning
April 13, 2020 02:04 PM

ステータスに更新: In Planning
April 13, 2020 01:57 PM

This is still in the works and a priority for the marketing reporting product team.

ステータスに更新: In Planning
April 13, 2020 01:56 PM

ステータスに更新: In Planning
March 14, 2019 11:55 AM

40件のコメント
btdbrand
メンバー

I found you can export a single report when you are in the Edit Report, however it would be helpful if I could set this up to be a repeated report (monthly / weekly / etc) as data but also as the visualization.

 

Further, the exports from Dashboard cut off any information that doesn’t fit within the allotted window for each report.

Squiggles92
メンバー

This would be extremely helpful to us if hubspot could iuntegrate it rather than having to g through an external source to do it

robin_burkeman
参加者

Yes this would be great. 

jkhufford
メンバー

Yes, most graphs are not presented well as images. We need to be able to take download data into spreadsheets more easily and on a recurring basis. I'm very surprised that this isn't an option for users. 

astrong
参加者

Would love to be able to automate a weekly dashboard report (or Deals Pipeline report) via spreadsheet so we can see the full data vs having it cutoff and clicking through to HS to see the full report.  

SprinkleData
メンバー

Hi @gorand @astrong @jkhufford @robin_burkeman @Squiggles92 

 

You can export data from any dashboard report (such as Session Country report) to CSV, XLS or XLSX for further analysis and visualisation in tools such as Excel, Power BI and Tableau using Sprinkle. Not only that, even if you want to eliminate other reporting/visualisation tools like Excel, Power BI and Tableau you can do that easily. This is because, Sprinkle enables you to generate customised reports as per your requirement as well. In short, Sprinkle can provide you with a one stop solution for all your data management reuirements.

ステータスに更新: In Planning
dmastin
HubSpot製品開発チーム
 
ステータスに更新: In Planning
dmastin
HubSpot製品開発チーム

This is still in the works and a priority for the marketing reporting product team.

ステータスに更新: In Planning
dmastin
HubSpot製品開発チーム
 
egp19
参加者

Please enable this feature. Automatic exports of image files that cut off data are useless. This is something we need on a weekly basis, and it's a pain to do manually. 

chrsv
メンバー

Yes! I would use this!

JLiss
メンバー

Would love to know how close this is to release. An Excel export is much more useful that PDFs or images.

ステータスに更新: Not Currently Planned
dmastin
HubSpot製品開発チーム
 
JLiss
メンバー

Very disappointing to see that this has been changed to not planned. 

BByler
参加者

@dmastin  what happened for this one to be changed to "Not Planned" from "In Planning"?  I had a lot of customers excited about this feature and I really hope we are considering something else, if not this.  Can you provide any update here?

JKrantz
投稿者

disappointed to see this moving back and forth in the planning phase. seems we are going on 3 years..

jehan007
メンバー

Currently it would be so helpful to have access to custom reports in either API's or excel format. This can link to our reporting software automatically which can do more calculations on the data than hubspot currently allows.

MarkusHue
投稿者

This would be a absolutely needed function!

HPuf
参加者

Yes please

mayalaraineri
参加者

This would be EXTREMELY helpful because then we could schedule recurring emails with the dashboard information in a .csv file. So far, this is not possible..... Is there a way around, with a free integration perhaps???