Yes, you can export visual reports of your marketing, sales, and reporting add-on dashboards. To do so:
- In your HubSpot account, navigate to Dashboard.
- Click the name of the current dashboard (Marketing or Sales Dashboard) to select the desired dashboard from the dropdown menu.
Please note: if you do not have the reporting add-on, you will not see additional dashboards here.
- Click Export at the top right-hand side.
- Select your file type (PDF, PPTX, or ZIP), verify the email address to which you'd like to send the report, and select a formatting option (either to show one chart per page or multiple charts per page). You can also select whether or not to include the filters you've applied to this dashboard under the Dashboard context section.
- 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.