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Status: Idea Submitted
Matty9
Submitted by HubSpot Moderator on ‎Feb 3, 2022 8:05 AM

Export dashboard as pdf with more formatting options for long reports

Emailing dashboards can be unreliable due to cut off reports, it would be nice if we could export our dashboards to a PDF format for easy sharing with colleagues outside of HubSpot and more consistent formatting for the reports that can't fit on one page

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5 Replies
BSong
HubSpot Employee
HubSpot Employee
‎Feb 26, 2023 8:28 PM

Agreed, for long reports (especially those that are scrollable in HubSpot) we see them getting cut off which can be quite in convenient. 

 

If we could have such reports presented in parts in the PDF report, that would be great

UDevalia
Member
‎May 30, 2023 7:23 AM

We are looking to export reports as pdf so that they can be shared with the leadership team for review.
Currently we see the options only for xlsx, csv - as it makes no sense, the dashboard is looking beautiful in hubspot, but not useful when it comes to share the data with leadership/management team. Looking forward for developer's team attention to have the export to excel functionality soon.

SMeyer0
Contributor
‎Sep 18, 2023 11:21 AM

Agree, we have to export reports from HubSpot, save them in a shared drive so DOMO can find them, then export them from DOMO just to get simple formatting completed automatically.  It still saves us time over manually formatting each weekly report but it's time consuming and if any data property changes or is added to the report, the DOMO report has to be reformatted too.

JillH
Member
‎Sep 22, 2023 4:36 PM

This is a must have!   It is not useful to have a pdf cut off after page 1.

elantz94
Participant
‎Jan 24, 2024 8:40 AM

Yes, if there is any large report, then all the properties and data values are not represented in the PDF, because they are just pictures that get cut at some point. 

It would be nice if the report itself, with all its dinamic functions could be downloaded into a pdf./pptx. document, mostly so that easy comparisons can be made from reports from different years.