Rolling Reports

Lloyd Freeman

Hello All,

Is there any way of making a rolling report? Each financial year we have to set up a new reports on insights that is exactly the same as the previous year but with the new dates.

There is currently options to choose dates like :

Is there any way of adding an option for financial year as a drop down?

Any help or guidance is greatly appreciated!

Kind Regards,

Suraing1949

While Pipedrive currently may not have a specific dropdown option for financial years, you can create a custom report that mimics a rolling report by selecting a date range that automatically updates

Amit Sarda (AmitSarda.xyz)

Pipedrive has 'last/next x days/weeks/months/quarters' in most places. Point the exact place you're seeing this and Pipedrive may fix it for you.