Daily Report

James Gerity
James Gerity Member Posts: 3
edited July 2022 in Sales CRM #1

Hi everyone I hope you can help.

I am new to Pipedrive and here is the dilema.

Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I can run to just give my manager my notes to save time? Even cooler if I can export it to excel. 

This is not a complaint but I could be selling more if this report existed. 

Thank you,

            James

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited June 2020 #2

    @James Gerity good news!

    Yes, you can export all of your activities for a particular day in pipedrive.

    Open the activities tab, then select the correct filter [create/set the filter to todays activities]

    Then you can export it from the list view [in excel format]

     

    https://support.pipedrive.com/hc/en-us/articles/115000797525-Exporting-data-from-Pipedrive#C1

  • James Gerity
    James Gerity Member Posts: 3
    edited February 2022 #3

    Hi @Boris Tsibelman 

                Thank you very much, right now i have everything in notes but I will start switching it over so that I can run the report properly.

     

    Sincerely,

                James

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited June 2020 #4

    Hi @Boris Tsibelman 

                Thank you very much, right now i have everything in notes but I will start switching it over so that I can run the report properly.

     

    Sincerely,

                James

    Utilize activities vs notes - it will come out cleaner 

  • James Gerity
    James Gerity Member Posts: 3
    edited June 2020 #5

    Hi @Boris Tsibelman 

                Thank you very much, right now i have everything in notes but I will start switching it over so that I can run the report properly.

     

    Sincerely,

                James

    Will do. Thank you for the advice.