Is there a way to reset reports to zero?

Christoffel Couck
edited July 27 in Sales CRM #1

I have been changing my pipelines around quite a bit, whilst also moving items through them, including won/lost activities, resulting in my reporting being a mess.  I'd like to start from scratch but keep my current pipelines and stages.  Is there a way to reset my reports to zero and start again?  Can't find anything about that anywhere.  Thanks for any info.  Rgds - Chris

Comments

  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited February 24 #2

    Hi @Christoffel Couck ,

    That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.

  • Christoffel Couck
    edited May 2020 #3

    Hi @Christoffel Couck ,

    That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.

    Yes David, everything in there may be deleted, no issue with that.  Can it be done then?

  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited May 2020 #4

    Hi @Christoffel Couck ,

    That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.

    For that, I would recommend reaching out to support to help "wipe" the data clean. Unless you add information via an import, then you can just undo the import.

  • Christoffel Couck
    edited May 2020 #5

    Hi @Christoffel Couck ,

    That's a bit tricky. Did you want to delete all of the history of the items associated with Reports? That would really be the only way to reset these reports as they're a visual example of the data gathered directly from your account.

    I'll do just that then.  Thanks for your help.