Daily Report

James Gerity

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

Boris Tsibelman

@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

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

James Gerity said:

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 said:

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.