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.