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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s native export functionality gives you basic CSV files with minimal formatting options and restricted filtering capabilities that fall short of professional reporting needs.
Here’s how to create sophisticated, formatted exports with advanced filtering that transforms your HubSpot data into presentation-ready reports.
Transform HubSpot exports with advanced formatting using Coefficient
Coefficient completely transforms your HubSpot export capabilities by connecting your CRM data to spreadsheets where you can apply professional formatting, create complex filters, and build automated reporting workflows. Instead of basic CSV dumps, you’ll get formatted reports that update automatically and can be shared with stakeholders immediately.
How to make it work
Step 1. Set up sophisticated filtering beyond HubSpot’s report limitations.
Apply up to 25 filters with complex AND/OR logic that HubSpot’s native reports can’t handle. Create dynamic filters that reference spreadsheet cells, allowing you to change criteria without rebuilding the entire export. Filter across associated objects seamlessly—something that requires multiple exports in HubSpot .
Step 2. Apply custom formatting in your spreadsheet environment.
Use conditional formatting based on HubSpot data values to highlight important records. Create pivot tables and charts that aren’t available in HubSpot’s reporting suite. Format dates, currencies, and numbers to your exact specifications. Merge data from multiple HubSpot objects into single, formatted reports.
Step 3. Build automated export workflows with scheduling.
Schedule exports to run automatically—hourly, daily, or weekly—so your formatted reports stay current without manual intervention. Create snapshots to preserve formatted reports over time for historical analysis. Set up email or Slack alerts with formatted data attachments for key stakeholders.
Step 4. Create advanced reports with live HubSpot data.
Use the =HUBSPOT_SEARCH formula for complex queries with custom field selection that mirrors API functionality but requires no coding. Combine HubSpot data with other business systems in one formatted report. Build executive dashboards with custom KPIs that update automatically with live data.
Step 5. Export with formatting tricks unavailable in HubSpot.
Export associated records in expanded rows or comma-separated format for better readability. Include hyperlinked Object IDs for quick navigation back to HubSpot records. Create multi-tab reports with different data views for various stakeholders, all formatted professionally.
Create professional reports that impress stakeholders
This approach eliminates the need for manual data manipulation after export and provides professional-grade reporting capabilities that HubSpot’s native tools simply can’t match. Your reports will look polished and update automatically. Start creating formatted exports that save hours of manual work.
