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.
- 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.
Please note that the exported reports will show the default date range specified for your dashboard, even if you are viewing another date range when you request the export.