Projects reports / export

Hi, i could not find a way to create reports on projects. I have created some custom fields that I would like to summarize and filter by. Couldnt find a way though. Also it seems there is no possibility to export projects into csv? So I could do that in Excel?

I cant get my head around that. Is it really missing in the Pipedrive?

Answers

  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER

    Hi @Foxie

    We're continuing to improve abilities there. Export from the list should be coming real soon. The list can currently already be adjusted to include custom fields and sorted by but indeed we're not yet in the reporting section of Pipedrive. I've noted down your request for this but soon the exporting should be there :)