Shared Reports for Pipedrive Users (Not the public link for insigths)

Luis Almeida_5948
Luis Almeida_5948 Posts: 2
edited July 2022 in Ideas and Product Feedback #1

I need to share several reports that I have developed with other Pipedrive users on my company and it is not possible.

To solve this issue, I'd have to log into every single account and do the work all over again. It is a "basic" CRM Feature that Pipedrive does not offer nor have a timeframe to be delivered.

As it is Quota/Target configuration on the new insights menu;

As it is filtering deals by custom fields...

 

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  • Alex Ramsay_14488
    Alex Ramsay_14488 Posts: 2
    edited February 2021 #2

    As per @Luis Almeida comment, I need to share reports (and dashboards) within my teams and departments. 

    I need them to be able to filter by dates, teams etc so cannot share via public links. 

    How can this be solved in the short-term?

    Thanks

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #3

    Hi @Luis Almeida and @Alex Ramsay thanks for sharing. Our Insights team working on our reports has this as one of their main updates in the pipeline. Please stay tuned and thank you for your patience while we constantly improve Pipedrive!

  • CK Kumar
    CK Kumar Posts: 1
    edited February 2022 #4

    Is there a timeline that you can share ?

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited January 2021 #5
    CK Kumar said:

    Is there a timeline that you can share ?

    Hi @CK Kumar no exact timeline at the moment unfortunately. We're re-assessing things as the start of a new year, but we're keen to deliver this!

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