Reporting & Analytics

EKao
Participant

I can't find the export option in my action list

SOLVE

EKao_0-1642528319673.png

 

Email or export reports and dashboards (hubspot.com)

I've been trying to follow this instruction but I can't find the export option for me. 

The screenshot is from my portal. 

According to the doc, this is available to all the plans. 

Does anyone have the same issue? 

 

Thanks!

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I can't find the export option in my action list

SOLVE

Hi @EKao,

 

This is a bit unusual and I can't reproduce it on my end. I tested as a user in a free portal without export permissions but was still able to see this option.

 

Were you invited into your HubSpot portal by an admin or are you the super admin? If not, could you check with them whether you have both Export permissions and all Reports permissions? https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide

 

karstenkoehler_0-1642570799501.png

(CRM tab in the user permissions)

 

karstenkoehler_1-1642570824219.png

 

(Reports tab in the user permissions)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I can't find the export option in my action list

SOLVE

Hi @EKao,

 

This is a bit unusual and I can't reproduce it on my end. I tested as a user in a free portal without export permissions but was still able to see this option.

 

Were you invited into your HubSpot portal by an admin or are you the super admin? If not, could you check with them whether you have both Export permissions and all Reports permissions? https://knowledge.hubspot.com/settings/hubspot-user-permissions-guide

 

karstenkoehler_0-1642570799501.png

(CRM tab in the user permissions)

 

karstenkoehler_1-1642570824219.png

 

(Reports tab in the user permissions)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

EKao
Participant

I can't find the export option in my action list

SOLVE

Hi @karstenkoehler , 

 

Thanks for the help. I'm the super admin but I can't find the option on my sidebar either. 

Do you know where can I find the option? 

 

Thanks. 

0 Upvotes