Report from two entities

Andre R.
Andre R. Member Posts: 1 VERIFIED MEMBER
edited July 29 in Sales CRM #1

How can I build a report that takes information from two different entities. Specifically, I would like to list all activities in a quarter and show the value of a custom field for each contact of each activity.

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 202 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hi @Andre R.

    To see all of your activities in a report, I would recommend creating an activities performance report. You will be able to add combined data from a contact custom field in the initial filter for the report, however, it is not possible to segment by or add contact custom fields in the graph/visual builder for the activity report. You can also set a date range in the filter to view activities only for one quarter!

    I hope this helps!