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.
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)
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)
@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!
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