Coming soon in Insights: More data available in report filters
Külli Kruusla
Pipedrive Team Posts: 37 PIPEDRIVE TEAM
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.
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Comments
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@EMayo202 unfortunately, we do not have plans in the upcoming Q3 or Q4 to roll out reporting for Projects just yet.
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