Coming soon in Insights: More data available in report filters

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Külli Kruusla
Külli Kruusla Pipedrive Team Posts: 30 PIPEDRIVE TEAM
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Hi from the Insights team,

Wanted to give a heads up that we are currently in the release process of making more data available in your report filters.

Earlier this year, we released the possibility to add cross-entity fields in table list views, now we will be adding the same fields in the report filters.
Therefore, you will be able to add following fields:

  • For Leads report, can add also contact person, organization, deal fields into the filter;
  • For Deals reports, can also add contact person, organization fields into the filter;
  • For an Activity report, can also add deal, lead, contact person, organization fields into the filter;
  • For Person contact report, can add organization field;

The release has already started and we aim to reach general availability by June.