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Jan 18, 2022 12:55 PM
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!
Solved! Go to Solution.
Jan 19, 2022 12:40 AM
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
(CRM tab in the user permissions)
(Reports tab in the user permissions)
Best regards!
Karsten Köhler |
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Jan 19, 2022 12:40 AM
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
(CRM tab in the user permissions)
(Reports tab in the user permissions)
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Jan 19, 2022 11:43 AM
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.