Keep column orders for lists when exporting to excel
When creating a contact list we set a particular order for the property coloumns to be arranged in. I.e. contact name, then email, then contact owner etc. You are also able to rearrange this via the pop up box when clicking to export. However, when the export to excel (csv) happens the order doesnt stay. So we then have to physically reorder in excel. When there's around 15 columns this can be frustrating
I order the columns in the list. When you open it, click on Actions/Edit Columns. There, I select them in the order I want them to appear in the view (and in the export) or can change the order by drag and drop (select the block with 12 dots) and just move it up or down. Don't forget to save.
Hi Ladies. Ah Magali i really hope they fix it soon! Louise the exact same process that Magali explained so well for re-ordering contacts is the same for deals 🙂
@MagaliP@louiseW as @hannaht123 mentioned, the column editing for deals (and all object types: contacts, companies, deals) works the same. For deals, it's essential to use the "Table" view though. Editing columns won't be possible on the "Board" (Kanban") view. Hope this helps.
This is critical, as we use HubSpot List exports for a number of Lead research activities that can't be done as easily in HubSpot and reordering the columns again in the Excel export is annoying. We would appreciate if the export's column order used the column order of its List.
This is ridiculous that the columns don't come out in the same order as the report in CRM. It is very time consuming to have to re-format the columns every time you want to pull a report into Excel. Who deteremines the order of the columns that come out into Excel? This should have been fixed by now for the price we are paying for the software. This has been reported as a probelm for over 4 years.
Definitely needed for exports! - makes being able to sort them within the CRM a bit pointless - as above it is very time-consuming to the re-order or pull out the individual columns of data needed for different purposes. Please sort this out!
I don’t know why they don’t tell us this but the data exports in the order of your data columns not in the order of the report columns. So if you go in adjust your data columns to be in the same order as the report columns then it exports them correctly.
Under the actions button (the same button you use to export the report) for the report the top option is customize. If you select that you see the report with two tabs at the top one is data and the other is visualization. Then if you click on the data tab you can adjust the order of the data columns in the Select Properties box on the left side of the screen.
I could be wrong but I don't think this thread is in relation to a report or list, its in relation to the record grids. Actions drop-down does not include a Customize option.