Download Your File
- Open Findings or Reports.
- Select the assessment you want.
- Choose Download Action Spreadsheet (CSV).
- Open or import the file in Google Sheets, Excel or another spreadsheet tool.
What Is Included
The file identifies the control, domain, finding, reason, suggested action, priority, severity and owner. It also includes record identifiers, record names and HubSpot links where a reliable direct link is available.
The download contains the assessment’s issue export, not only the rows visible after filtering the Findings screen. It can include confirmed issues, review indicators and evidence gaps. Read the outcome before treating a row as a confirmed failure.
Use The Links
Open the HubSpot link to inspect the record. You need permission to view that HubSpot account. Some configuration or aggregate findings have no single record link; use the provided identifier and explanation instead.
Track The Fix
Add your own status, due date and resolution notes in the spreadsheet if useful. Editing the file does not update HubSpot or the saved GTMOne assessment. Make the correction in the appropriate system, then use a later assessment to check the result.
Share the file only with authorized people: it may contain customer or CRM information.