Can I export visual reports of my dashboards from HubSpot?

Last updated: February 9, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional
Add-Ons: Reporting

Yes, you can export visual reports of your Marketing, Sales, and Reporting Add-on dashboards.

Follow the instructions below to learn how.

  • Navigate in your HubSpot Marketing or Sales account to Dashboard > choose the name of your dashboard from the report dropdown.
    • Also, be sure to select your desired date range before proceeding to export, as it will only export whatever data is within that selected range.
  • Click the Export button at the top right-hand side.
  • Select your file type (PDF, PPTX, or ZIP) > verify the email address you'd like to send the report to > select your formatting option (either to show one chart per page or multiple charts per page) > click Export.
  • You, or whoever you're sending the report to, will receive an email shortly with a visual representation of your selected report. Open the email and click the attachment to view your report.