Sep 29, 2021 9:41 AM
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?
Sep 30, 2021 6:41 PM
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.