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Summarize any report Live

HubSpot only exports reports row by row, never the summary. Pick an object, a group-by and a metric, and get the rolled-up table, count, sum, average, the version your stakeholders actually read.

⚷ your token is used in-memory for this run · not stored or logged
1

Connect HubSpot

Settings → Integrations → Private Apps. Needs CRM object + property read scopes.

2

Build the summary

Group your records by any property and roll up a metric.

3

Download

The full summarized table, every group, as a CSV.

0 rows

Your data goes from HubSpot, through this page, to your downloads folder, nowhere else. Not affiliated with HubSpot.

What this actually does

HubSpot only exports reports row by row, never the summary. Group any object by any property and roll up count, sum or average, the table your stakeholders actually read.

It runs on your own HubSpot data, in your browser session, against HubSpot's official API. There is no middle layer holding your records and there is no migration to anywhere. You run it, you get the result, you carry on with your day.

Where the file goes next

It is a CSV, which is the point. HubSpot will happily show you the numbers on a screen you cannot do anything with. This gives you the file, and the file goes wherever you need it.

The column names stay the same run to run, so if you build a Power BI report or a Sheets formula on top of it, re-running next month will not break what you built.

What it will not do

It will not touch anything you did not ask it to. It does not store your API key, it does not keep a copy of your data, and where an action cannot be reversed you get told that before you press the button, not after.

Questions people actually ask

Does this store my HubSpot API key?

No. The key is held in memory for the length of the run and is gone when the tab closes. It is never written to our database and never appears in a log. You can revoke it in HubSpot the moment you are done and nothing here breaks.

What can I do with the file afterwards?

It is a plain CSV, so anything that reads a CSV will read it. Open it in Excel or Google Sheets, pull it into Power BI or Looker Studio, or load it into a warehouse table. The headers are clean and they do not change between runs, so a scheduled refresh will not break on you.

How big a job can it handle?

It streams the results as they arrive rather than holding everything in memory, and it respects HubSpot's rate limits instead of hammering the API. Large accounts take longer, but they finish.

Why is this not just a feature in HubSpot?

That is the whole question, and we do not have a good answer either. It is a gap that has been open for years, it is on the forums, and it never gets shipped. So we shipped it.

Related: report, summary, aggregate, group by, count, sum, average, pipeline, deals, csv, hubspot.

Hs All HubSpot guides8 guides · setup, steps, gotchas