Coming soon in Insights: More data available in report filters

Külli Kruusla

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.

Aleix s

Good improvement. Now would be great if you could add those cross-entity fields in the automations.

EMayo202

This is a great improvement. Is there a plan to roll out reporting for Projects?

Külli Kruusla

@EMayo202 unfortunately, we do not have plans in the upcoming Q3 or Q4 to roll out reporting for Projects just yet.