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Made by Marty Hamilton with Scribe
1. Start in HubSpot
2. Click "Reporting"
3. Click the Reports menu item
4. Click "Class Accounts by Owners for Export"
5. Click "Actions"
6. Click "Export unsummarized data"
7. Click "Export"
8. Click on the notification that the report is ready
9. Type "Class Accounts by Owner" and Click "Save"
10. Once it's finished downloading, open the folder or click to open the Zip file
11. Double-click to open the file
12. Enter the folder with the data
13. Click to open the file in Excel
14. Select all columns and click the line between the columns to expand the data
15. Optional: To replace (No Value) in the data - Press [[Cmd]] + [[f]]
16. Optional: To replace (No Value) in the data - Click the More Options button
17. Optional: To replace (No Value) in the data - Click "Replace..."
18. Optional: To replace (No Value) in the data - Type "(No value) [[Tab]]"
19. Type "0"
20. Optional: To replace (No Value) in the data - Type "(No value) " in the "Find what" field, then type 0 in the "Replace with" field, the select the "Find entire cells only" checkbox
21. Click "Replace All"
22. Click "OK" and close the "Find & Replace" window
23. Click "Insert"
24. Click "PivotTable"
25. Make sure the "Table/Range" field includes all the data
26. Add fields to the pivot table - select and drag "HubSpot Team", "Company Tier", "Company owner", and "Company Name" into the "Rows" field
27. Add fields to the pivot table - select and drag "HubSpot Team", "Company Tier", "Company owner", and "Company Name" into the "Rows" field. Add "Company ID" to the "Values" field
28. Click on the information icon next to "Sum of Companies"
29. Change the type of field to "Count"
30. Optional: Change the name of the "Count of Company ID" field
31. Click "OK"
32. Click in any field to change the view.
33. Click "Collapse Entire Field"
34. Click the A4 text entry area
35. Click the circles next to the data to expand or collapse the data. (If there's no circle, you cannot expand or collapse the data.)
36. Click the A20 text entry area
