Recurring emails for Dashboard Reports or Custom Reports to be sent as CSV or Excel.

CBraganza · ‎Sep 29, 2021

Hi,

I am trying to schedule reports from a Dashboard or the Custom Reports section to be sent as an Excel/CSV to my email address on a recurring basis.

I see that currently I am able to schedule reports to be sent as a PDF/PPTx/PNG but not as Excel. Is there any way other way to obtain analytics reports in Excel format on a recurring basis? For example some 3rd party integration that can do this?

Thank you.

PamCotton · ‎Sep 30, 2021

Hello @CBraganza

I was able to find this post in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here.

thank you,

Pam

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Reporting & Analytics

Recurring emails for Dashboard Reports or Custom Reports to be sent as CSV or Excel.

Recurring emails for Dashboard Reports or Custom Reports to be sent as CSV or Excel.

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