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

CBraganza
Member

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.

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1 Reply 1
PamCotton
Community Manager

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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