Export your marketing, sales, and reporting add-on dashboards.
- Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
- Click the name of the current dashboard (Marketing or Sales Dashboard) to select the desired dashboard in the dropdown menu.
Please note: without the reporting add-on, you'll not see additional dashboards in the dropdown menu.
- In the top right, click Export.
- In the dialog box, click the File type menu and select your file format (i.e. PDF, PPTX, or ZIP), enter the Email addresses to receive this file, and select a formatting option (either to show one chart per page or multiple charts per page). Select to include or exclude filters applied to the dashboard under the Dashboard context section.
- Click Export to receive an email with the export file attached.