Insights: Custom Fields now available! 🎨

Inês Batata

What?

Get more juice from your data and gain flexibility by adding your custom fields to Insights.

 

Where and for whom?

• For all plans: in the Insights Table
• For Professional plan and higher: in Filters and in the Visual Builder (view/segment/measure dropdowns)

 

 

🧑‍🏫  Learn more about Insights and Custom Fields in our Knowledge Base and Academy.

 

🔮. Stay on top of what’s coming down the line:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.

 

Bob Weiss

Thank you for this update!  I am not yet finding this ability to add the custom field to my table.  Will this be rolled out over time?

ענת גרינברג

Is it possible to open the option to do admin in a higher program to see and use these reports?

Inês Batata

Bob Weiss said:

Thank you for this update!  I am not yet finding this ability to add the custom field to my table.  Will this be rolled out over time?

Hi @Bob Weiss , thank you for your feedback!

By now it should have been rolled out for all users. If you're still having this issue please reach out to our Support team and they will help you troubleshoot. Thank you!

Inês Batata

ענת גרינברג said:

Is it possible to open the option to do admin in a higher program to see and use these reports?

Hello @ענת גרינברג !

At the moment it's not possible to have different users in different billing plans - everyone must be in the same plan. 

This is an idea that's been discussed and gets suggested by users every now and then, so I'll make sure to pass on your feedback to our team for consideration in future developments.

Speaking of which, here’s how to stay on top of what’s coming down the line:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.

Ryan Catchings

Oh wow. Just created a new report. Lol. Thanks!
Are you all considering adding Person fields to the insights as well?

 

 

Inês Batata

Ryan Catchings said:

Oh wow. Just created a new report. Lol. Thanks!
Are you all considering adding Person fields to the insights as well?

 

 

Great to hear you're already rocking it @Ryan Catchings !

Person fields on the Insights filter conditions, as far as I'm aware, are not in our immediate plans, but you can slice and dice the data using the dropdown menus next to the graphs, including People and Organization fields. Learn all about it here and from the video courses in our Academy. 🚀

Ferrin Govender

How can I share an insights report with another user?

Not the link but the actual dashboard without recreating all the parameters 

Inês Batata

Ferrin Govender said:

How can I share an insights report with another user?

Not the link but the actual dashboard without recreating all the parameters 

Hi @Ferrin Govender !

At the moment I'm afraid that's the only way, but I can tell you it's something we have in our wishlist of improvements for the future, so stay tuned and thank you for your patience!

Speaking of which, here’s how to stay on top of what’s coming down the line:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.

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

Ferrin Govender said:

How can I share an insights report with another user?

Not the link but the actual dashboard without recreating all the parameters 

Update for @Ferrin Govender : this is coming up in out near future plans, stay tuned

Yebin

Hi, I'm using professional plan, but the custom field isn't updating to Insight. I already refreshed and logged in again, but it didn't. how can I update it?