Is there a reason CSV exports from Insights don't match selected fields?

ngw
ngw Member Posts: 6 VERIFIED MEMBER
5 Up Votes First Comment
edited June 6 in Sales CRM #1

I'm trying to export lost deals to summarize differently than in the dashboard. I've selected fields like "Lost Time" and they're visible in the dashboard. When I export to CSV those fields disappear and I get other fields I didn't ask for. Why?? So painful.

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Answers

  • Reeve Lui
    Reeve Lui Member Posts: 61 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes
    #2

    @ngw Hey there, sorry to hear about the bad experience.

    Can you elaborate on your process of exporting? Are you talking about exporting Deals?

    Did you use a Filter and then clicked Export Filter results?

  • ngw
    ngw Member Posts: 6 VERIFIED MEMBER
    5 Up Votes First Comment
    #3

    Exporting from the Insights tab, I've got a table of Closed Lost deals with e.g. date lost in the display. When I hit export, a totally different set of fields are exported.

  • Reeve Lui
    Reeve Lui Member Posts: 61 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes
    #4

    @ngw Can you show me a screenshot or a video recording on what happens when you export?
    I happened to be a Pipedrive Partner and would love to smoothen out the inconvenience for you.

    I can be contacted via reeve@astersense.com

  • ngw
    ngw Member Posts: 6 VERIFIED MEMBER
    5 Up Votes First Comment
    #5

    I know you're trying to be helpful but this is #1000 on my to-do list and I don't have time, I'm just flagging there's an inexplicable error that Pipedrive can address if they want to.

  • Reeve Lui
    Reeve Lui Member Posts: 61 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes
    #6

    Right. I will keep a lookout for you and see if anyone else experience such problems. Because I tested mine and I don't have an issue with it.

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