App Tutorial

Export HubSpot Reports to Excel & CSV: A Step-by-Step Guide

TL;DR

Exporting reports from HubSpot involves navigating to Reporting & Data > Reports, selecting a report, and choosing a file format for export. This process allows for the analysis or sharing of HubSpot data externally in formats like CSV and Excel.

Understanding this export functionality can significantly enhance data analysis and sharing capabilities.

Enhance your HubSpot data management by learning how to automate report exports with Bardeen.

Export Reports in HubSpot

Exporting reports from HubSpot is a crucial task for businesses looking to analyze their data outside the platform. This guide will walk you through the process of exporting reports, dashboards, and other data from HubSpot to formats like CSV and Excel, enabling further analysis or sharing.

Automate your HubSpot reporting and save time by downloading the Bardeen app.

Export Reports HubSpot

To export individual reports in HubSpot:

  1. Navigate to Reporting & Data > Reports in your HubSpot account.
  2. Hover over the report you wish to export, click the Actions dropdown menu, and select Export.
  3. In the dialog box, enter a name for your report, select the file format (CSV or Excel), and click Export.
  4. You will receive a download link via email and in your notification center once the export is processed.

For dashboards, the process involves sending an email with the dashboard reports or setting up recurring emails. You can also send dashboards to non-HubSpot users, provided the email domain is connected as an email sending domain in HubSpot.

Hubspot helps you measure the performance of all your marketing campaigns in one place with built-in analytics, reports, and dashboards.

HubSpot Data Export

HubSpot allows for a broad range of data export options beyond reports. This includes exporting website content, files, URL redirects, sitemap, knowledge base articles, analytics tools data, prospects data, workflows, marketing email analytics, CRM content, sales data, marketing content, customer feedback, data sync status, and account data. Each category has specific steps for exporting, ensuring you can back up or analyze your HubSpot data externally.

How to Export Data from HubSpot

Exporting records is a detailed process in HubSpot. Navigate to the specific section (e.g., Contacts, Companies, Deals) and select the view you wish to export. You can choose to export only the properties in the view or all properties on records. The exported file can include all email addresses for contacts or all domains for companies, if applicable. The export will provide a link via email, and the file format can be CSV, Excel, or others depending on the data type.

Export HubSpot Data to Excel

When exporting HubSpot data to Excel, select the Excel file format (XLS or XLSX) in the export dialog box. This option is available for reports, CRM records, lists, and more. Excel exports are beneficial for users looking to perform advanced data analysis or manipulation.

Note that when exporting funnel reports, the exported data will reflect objects created within the selected date range, not necessarily matching the report's displayed data. This distinction is crucial for accurate data interpretation in Excel.

Explore how Bardeen can Export All HubSpot Products to a Google Sheets Tab and more to streamline your data management.

Enhance your multi-channel outreach by integrating HubSpot with Salesforce, HubSpot with LinkedIn, and Sync HubSpot and Slack for Instant Alerts.

Automate HubSpot Reports with Bardeen

Exporting reports from HubSpot can be performed manually following the steps above, or you can leverage the power of automation with Bardeen to streamline and enhance the process. Automating report exports can save valuable time, reduce the risk of human error, and allow for scheduled report generation. This is particularly useful for regular performance reviews, team updates, or integrating HubSpot data into your company's reporting tools. Let's explore how Bardeen can automate your HubSpot reporting.

  1. Export All HubSpot Products to a Google Sheets Tab: Perfect for teams needing to analyze product performance data or share information across departments without direct access to HubSpot.
  2. Copy all HubSpot contacts to Google Sheets: Essential for businesses relying on Google Sheets for data analysis, sharing contact lists, or integrating with other software.
  3. Copy all HubSpot tickets to Google Sheets: Streamlines customer support by transferring all HubSpot tickets into a customizable and easily accessible spreadsheet format.

Automate your HubSpot reporting and data management today by downloading the Bardeen app.

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author
Jason Gong
Apps used
HubSpot
LAST UPDATED
May 23, 2024
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