Option to select Columns manually on exporting CSV files

Hi I am wanting to know if we could add a feature when in the sales\deals tab. When using the export feature (CSV) on the Options drop down, i would like to manually select the columns i want so that it is relevant to my needs rather than having to remove unwanted columns within the excel spreadsheet when it is first displayed.

 

This would be GREAT!!!!

HubSpot updates
1 Reply
michaeljay201
Regular Contributor

While this would be a nice feature to have on-the-fly, you do have a solution built in. You can edit the columns that appear in the default list and any saved filters. Click the Actions button above the list, and select "Edit Columns." Once you have the desired columns, select "include only properties in columns" option when you export.

 

Note: You have to edit each saved filter individually. You cannot apply "batch" updates to visible columns for existing saved filters.