Is there any way to build a report which includes the Activity DETAIL?

Jim Rutt
Jim Rutt Posts: 3
edited July 24 in Sales CRM #1

I'm not interested in the total number of activities or the total number of activities. I want to build a report, by organization, which reports out the actual details of those activities.

Any help appreciated thanks!

 

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #2

    Hi @Jim Rutt 

    Perhaps you can specify what details you'd like to see in there and why you'd need those nr's? Perhaps myself or someone else here can then suggest a solution.

  • Jim Rutt
    Jim Rutt Posts: 3
    edited November 2020 #3

    @Mike van der Valk thanks for replying. I'm trying to get the notes out of every activity. When I try to export these out now using the export function, it comes out as HTML. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2020 #4

    Hi @Jim Rutt when I export the data my activity notes show up in regular text on the spreadsheet. Could you potentially contact our support via the in-app chat to see what may be happening please 

  • Jim Rutt
    Jim Rutt Posts: 3
    edited September 2020 #5

    Thanks @Mike van der Valk , could you detail the steps you took? When I export, I do get the notes but they are all tagged with HTML tags

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #6

    Hi @Jim Rutt I just followed the regular process. Sorry to hear about the problem. Could you please contact our support team via the in-app chat or [email protected] so they can help you figure this out. It should work :)