Sales Hub Tools

RichardM50
Participant

Export CSV files of contacts with overdue tasks

Is there a way to Export overdue tasks with the contact record details?  I have around 100 tasks that require a mailmerge.  I can see how to export the tasks themselves but this doesn't bring the contact's address information (ideally need a CSV file) so that it can be used for a mailmerge.

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7 Replies 7
LCoveyduck
Member

Export CSV files of contacts with overdue tasks

I've exported this overdue task list but want to add the due dates to see "how late" some folks are with their tasks. Have not been able to find a filter for this. How can I build this report (overdue tasks, by agent, including due date)

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RichardM50
Participant

Export CSV files of contacts with overdue tasks

The only thing showing up on the CSV file is the Contact ID and Task ID.  Not sure where I'm going wrong?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Export CSV files of contacts with overdue tasks

Hi @RichardM50,

 

Can you share which steps exactly you took? If possible, would you share a screenshot of your report settings?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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RichardM50
Participant

Export CSV files of contacts with overdue tasks

I follows the steps outlined in your response and hit 'export'. I even
tried including 'Tasks' to the data sources. Couldn't see where to
select/filter 'due' tasks - but given that the output only included ID's
not sure its worth filtering anything further out - it's details that I'm
missing (would be happy to filter the data in Excel if needed)
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Export CSV files of contacts with overdue tasks

Hi @RichardM50,

 

Can you please share a screenshot of your report settings? Feel free to pixelate the actual data but the filters and fields need to be visible.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Export CSV files of contacts with overdue tasks

@RichardM50 your answer lies with @karstenkoehler. I'm curious as to why you're exporting and doing a mailmerge. Is there something you can't perform within HubSpot you're working on? I always like to learn new use cases, especially when it involves exporting data. Thanks! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
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https://impulsecreative.com/
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Export CSV files of contacts with overdue tasks

Hi @RichardM50,

 

This can be achieved by creating and exporting a report across contacts and tasks under Menu > Reports > Reports > Create report > Custom report builder, selecting Contacts and Sales activities as data sources and filtering the report by Activity type "Task". You can then choose a table visualization, add the columns (fields) you're interested in and export the report data.

 

This requires a Professional subscription, to access custom reports. Without custom reports, this cannot be achieved natively.

 

Let me know if you need more details or have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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