Coming soon in Insights: More data available in report filters

Külli Kruusla
Külli Kruusla Pipedrive Team Posts: 36 PIPEDRIVE TEAM
25 Likes Second Anniversary 10 Comments Name Dropper
edited June 7 in What's New #1

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.

Comments

  • Aleix s
    Aleix s Member Posts: 15 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes Name Dropper

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

  • EMayo202
    EMayo202 Member Posts: 1 VERIFIED MEMBER
    First Comment Photogenic

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

  • Külli Kruusla
    Külli Kruusla Pipedrive Team Posts: 36 PIPEDRIVE TEAM
    25 Likes Second Anniversary 10 Comments Name Dropper

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