Visual exports provide a way for HubSpot users to export a view of their report dashboard, to share with their teams in a pdf, ppt or zip (png) format. This helps teams stay informed and on the same page when it comes to measuring progress in HubSpot. it’s important that the data and insights in these reports are clear and easy to take action off of.
This hasn't always been the case. Data in these tables was truncated, the resolution of the visual export was poor, they often didn't include a comprehensive legend, and there were a number of interactive elements that simply were not clickable.
Today we’re releasing an updated version of visual exports that is easier to use, with report visualizations that are more clear, easier to read, and easier to get insight from. Data will no longer be truncated, all interactive elements will be clickable, and the visuals will be much clearer. Eeach shareable export will also include a link to view the dashboard within HubSpot, for anyone who would like to explore further.
Your report exports are better than ever, and sharing one with your team is as simple as it's ever been. From any dashboard you can click ‘Share’, pick whether you want to send a single email or schedule a recurring one, and select either ‘PDF’, ‘PPT’ or ‘ZIP’. Share these reports with your team to keep everyone on the same page, or inform leadership teams on overall performance.
Improved visual dashboards are now available on all reporting dashboards within HubSpot.