Automate Report Exporting

Wyllian Hossein

I would like to suggest the feature to automate data exporting via the current automation system.

Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.

If this export of a filtered view with the selected columns were automated on a recurring basis (once a day), it would be quite helpful.

Thank you.

Amit Sarda (AmitSarda.xyz)

@Wyllian Hossein You can easily do this using Coupler or Flatly to build a data pipeline.

You can read more about building a data pipeline for Pipedrive in this article.

ADWeaver

I agree. This seems like something that should be easy to build in for users. We can already design the views we want to export - why not offer a setting to send those views as a csv file via email on a set schedule?

Amit Sarda (AmitSarda.xyz)

Try building this with Bardeen's automation capabilities.

Carisse

I agree. The options right now are to use third party apps (additional cost) with complicated interface. Having this built in Pipedrive would be a lot better and this is something we can commonly see on other CRM platforms.

Josh Monifi

We would use automatic Insight report scheduling if it was a feature!