Can't add custom fields into Insights report view

I've just started using 'Insights' instead of reports, and weekly I look at the number of new deals in our pipelines.

I have used the "Deals Started" view, but cant seem to add any custom fields to the report preview or the report pop-up.

I need the ability to view a custom field called 'Lead Source' so i can see where all my deals are coming from each week. I used to be able to add this field to the view in the old reports feature, but not insights.

Is this able to be done??

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  • Seda
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited February 24 #2

    Hi @Chris Willoughby !

    Thank you for sharing your feedback! 

    What field type is "Lead source" in your account? If it's not a text field and you are on a Professional plan then it should be available in Insights.

    Weird, because custom fields were never supported in the old reports. Did you mean the list view?

  • Emily Busboom
    Emily Busboom Posts: 3
    edited February 24 #3

    I'm having this problem too. I'm not trying to create the report off a custom field, but I would like to customize the columns in detailed deal report. It's frustrating that Pipedrive won't allow me to do this.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #4

    I'm having this problem too. I'm not trying to create the report off a custom field, but I would like to customize the columns in detailed deal report. It's frustrating that Pipedrive won't allow me to do this.

    Hi @Emily Busboom !

    See in the image below how you can achieve this. @Chris Willoughby I think this might be what you're trying to do too?

    image
  • Emily Busboom
    Emily Busboom Posts: 3
    edited February 24 #5

    It doesn't work. It has a glitch. I've reported it but there are certain columns it won't let me add.

  • Chris Willoughby
    Chris Willoughby Posts: 3
    edited August 2020 #6

    I'm having this problem too. I'm not trying to create the report off a custom field, but I would like to customize the columns in detailed deal report. It's frustrating that Pipedrive won't allow me to do this.

    Hi, No the field is not in that list at all. The field is a custom text field.

     

  • Chris Willoughby
    Chris Willoughby Posts: 3
    edited August 2020 #7
    Seda said:

    Hi @Chris Willoughby !

    Thank you for sharing your feedback! 

    What field type is "Lead source" in your account? If it's not a text field and you are on a Professional plan then it should be available in Insights.

    Weird, because custom fields were never supported in the old reports. Did you mean the list view?

    Hi @Seda 

    The "Lead Source" field is a custom text field.

    It could always be seen when I clicked on the "Leads Started" view in reports and the list view popped up. I cant seem to achieve this at all with the Insights functions.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #8

    I'm having this problem too. I'm not trying to create the report off a custom field, but I would like to customize the columns in detailed deal report. It's frustrating that Pipedrive won't allow me to do this.

    @Chris Willoughby like my colleague @Seda  mentioned, if it's not a text field and you are on a Professional plan then it should be available in Insights, so the issue here it that it is a text field, I'm afraid.

    @Emily Busboom can you check if the columns it won't let you add are text-type of custom fields, please? If that's not the case, please reach out to our SUpport team so they can help you troubleshoot further, if you haven't yet. Thank you for your understanding! How can I contact Pipedrive Support?

  • Rebecca_5922
    Rebecca_5922 Posts: 1
    edited February 24 #9

    I would like to report on custom fields too! Would be good to know when insights supports this

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #10
    Rebecca said:

    I would like to report on custom fields too! Would be good to know when insights supports this

    Hi @Rebecca , we appreciate your feedback!

    Custom fields in Insights is definitely in our plans but we can't give an ETA at the moment. In this post you'll find the improvements that are next up in line for Insights.

    Here are some pro tips to stay on top of what’s coming down the line:

  • Emily Busboom
    Emily Busboom Posts: 3
    edited September 2020 #11

    I'm having this problem too. I'm not trying to create the report off a custom field, but I would like to customize the columns in detailed deal report. It's frustrating that Pipedrive won't allow me to do this.

    @Inês Batata So there is no way to add custom text fields to a report that we can export? Even if the report itself is pivoting on a different field?

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #12

    I'm having this problem too. I'm not trying to create the report off a custom field, but I would like to customize the columns in detailed deal report. It's frustrating that Pipedrive won't allow me to do this.

    @Emily Busboom Unfortunately not at the moment. The alternative would be to create that report using a filter in a List View and export rom there, for now. Our apologies for this inconvenience. 

    We do appreciate your input and use it to give our teams thinking points to be considered in the future.

  • RedZinc
    RedZinc Posts: 2
    edited November 2020 #13
    Rebecca said:

    I would like to report on custom fields too! Would be good to know when insights supports this

    Any update please on adding custom text fields to the insights table view? 

    Thanks

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #14
    Rebecca said:

    I would like to report on custom fields too! Would be good to know when insights supports this

    @RedZinc  We aren't very keen on giving out ETAs as things in software development can sometimes go significantly quicker or slower than expected due to depending on many moving parts. We will surely announce it here in Community when it goes live. Thank you for your understanding.

    Here’s how to stay on top of what’s coming down the line:

    🔮 Follow What's Planned to know what we're working on currently and what’s to come.

    🌟 Follow What’s New and don’t miss any new releases.

    🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

    🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #15

    It doesn't work. It has a glitch. I've reported it but there are certain columns it won't let me add.

    Hi @Emily Busboom , I'm sorry to hear you're having this inconvenience and apologies for my belated reply.

    Please clear the cache and cookies in your browser and try again: How do I clear my browser's cache and cookies?

    If the issue persists and if you haven't done it already, please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication, as Community is more focused on exchanging knowledge, experiences and ideas. Thank you!

  • Lance Harrison
    Lance Harrison Posts: 2
    edited February 24 #16

    same issue-  We switched to Professional on Friday hoping we could pull the custom fields for a vital report but it does  not show the custom fields.

  • Clarissa Silvino
    Clarissa Silvino Moderator Posts: 99 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments Pipedrive Employee
    edited December 2020 #17

    same issue-  We switched to Professional on Friday hoping we could pull the custom fields for a vital report but it does  not show the custom fields.

    Hello @Lance Harrison, thank you for pointing this out. 

    As my colleagues previously said, there are a few custom fields types that are not available yet but we're working to have them soon. If you have more doubts, feel free to reach out to our Support team via [email protected]

  • Toni Michel
    Toni Michel Posts: 2
    edited February 25 #18

    I have the same issue.

    Wanted to create a custom report based on custom field.
    As I was on the Advanced plan I saw a disabled section "Custom field" with the field, I wanted to filter on. So I followed the call to action and upgraded to professional.
     

    Now I cant select my custom deal fields. Neither in the filtering conditions nor in the segmentation dropdown.

    That's frustrating @pipedrive

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited January 2021 #19

    I have the same issue.

    Wanted to create a custom report based on custom field.
    As I was on the Advanced plan I saw a disabled section "Custom field" with the field, I wanted to filter on. So I followed the call to action and upgraded to professional.
     

    Now I cant select my custom deal fields. Neither in the filtering conditions nor in the segmentation dropdown.

    That's frustrating @pipedrive

    Oh, I am sorry to hear about it, Toni!

    And indeed, it does sound like a bug to me.

    But, I am happy that you reached out already to our support and Rodrigo is on it as far as I can see!

    Have a great day!

    Kind regards,

    Vladimir

  • Jake Ritter
    Jake Ritter Posts: 5
    edited February 25 #20

    I am having the same issue. Support has been attempting to assist, but there has been no luck. My team is very eager to get this fixed. This was one of the main drivers that led us to choose Pipedrive over other systems. 

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #21

    I am having the same issue. Support has been attempting to assist, but there has been no luck. My team is very eager to get this fixed. This was one of the main drivers that led us to choose Pipedrive over other systems. 

    Hi @Jake Ritter , I'm sorry to hear about this inconvenience. 

    I can see my colleague Menna from Support has been in touch with you. Can you check her last message, so she can help you troubleshoot and escalate the case if necessary? 

    For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you!

  • Erki Pähklamägi
    edited September 2021 #22

    Up!!! Would be awesome to have the "text fields" visible on insight!

    Also keeping an eye on whats planned! ;)

  • Jake Ritter
    Jake Ritter Posts: 5
    edited March 2021 #23

    I am having the same issue. Support has been attempting to assist, but there has been no luck. My team is very eager to get this fixed. This was one of the main drivers that led us to choose Pipedrive over other systems. 

    Hi @Inês Batata , the issue seemed to resolve itself. Thank you for the assistance. Also, do you know if it is going to be possible to probability weight a projection based upon a currency in a custom field? For example, if we have a split 50/50 and want to show that split as being probability weighted. 

  • Kreete K
    Kreete K Moderator Posts: 236 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited March 2021 #24

    I am having the same issue. Support has been attempting to assist, but there has been no luck. My team is very eager to get this fixed. This was one of the main drivers that led us to choose Pipedrive over other systems. 

    Hi @Jake Ritter!
    Happy to hear the initial issue got resolved. As to your question, please reach out to our Support via [email protected] to have some more information. We will be able to better understand the final goal, have some more data on the system setup you have and further help with this.

  • Kyle Tan
    Kyle Tan Posts: 1
    edited October 2021 #25

    Yes custom fields in insights will be helpful. Pipedrive team appreciate to prioritise in roadmap. Else the usage is stil quite cumbersome, and we are resorted to doing sales meetings on powerpoint (after extracting the custom field data we need manually).

  • Luca_84645
    Luca_84645 Posts: 1
    edited June 15 #26

    Hi,

    Do you have any update on this feature?

    I would like to pull a report of sales by region (custom created field) and I cannot see how I can do this.

    Any help is welcome.

    Thanks

  • I am having the same issues. I cannot select any of the custom fields I created to generate a report.

  • Kreete K
    Kreete K Moderator Posts: 236 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes

    Hi @Luca_84645 and @Dan Ferguson

    Custom fields are already available to use in Insights on our Professional plan and higher. There are some limitations depending on the custom field type, you can check more details in our Knowledge Base article here.

    If you have any other questions, feel free to reach out to our Support team via in-app chat or email [email protected] Our agents will be able to advise in more detail as you can share your exact needs and the exact custom fields you would like to use for reports.