Insights Reports and Dashboards are disappearing - BUG PLEASE FIX!

SWITCHING PLANS = MEANS ALL INSIGHT REPORTS AND DASHBOARDS ARE DELETED BY PIPEDRIVE

We discovered an issue switching plans means that users will use all custom reports in Insights.  This will create massive issues with users and administrators.  Recently we created 20+ custom reports in Pipedrive Insights Beta dashboard, and when we tested out the Professional Plan (to use the forecasting feature, which is going to be replaced by Insights).  

a) Pipedrive should back up all reports so that when users switch between plans, all dashboards and reports are archived and can be retrieved, OR at a minimum

b) Pipedrive should give warning to all users that switching plans means your organisation will lose all your custom reports, dashboards and insights data

Realise its in Beta phase but presume this will present a major issue with all future Pipedrive users when Insights is launched. 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hello @MT , thank you for your feedback and your suggestions, they make sense. 

    I would recommend you reach out to our Support team so they can do some further investigation and let you know if we can recuperate the custom reports you had created.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #3

    Hello @MT , thank you for your feedback and your suggestions, they make sense. 

    I would recommend you reach out to our Support team so they can do some further investigation and let you know if we can recuperate the custom reports you had created.

    Hi again @MT . Quick update to let you know that I double-checked with our Product Manager for this feature and this is not expected behaviour, so you should definitely report it to our support team so they can do some more technical investigation and set things straight. 

    We're sorry you're having this issue, but Support will help you get things back on track. 

  • Marcus_8938
    Marcus_8938 Posts: 26
    edited August 2020 #4

    Hello @MT , thank you for your feedback and your suggestions, they make sense. 

    I would recommend you reach out to our Support team so they can do some further investigation and let you know if we can recuperate the custom reports you had created.

    Hi Ines, we've already contacted Pipedrive support, and they confirmed that the system has some major bugs and the Lead development team will be treating as a priority as would create havoc for all users (and Pipedrive) if this issue continued when Insights is fully launched.  Thanks for your help following up :)