Issue in Insights, activity reports not able to segregate by Pipeline:

Here's the convo I had on my chat with a Pipedrive rep.  Hopefully it explains what I am needing and hoping you add to your Insights reporting.  Thanks!

I'm new to Insights and have an Activities completed report but it won't separate my numbers by Pipeline. I took a screenshot.

The thing I am trying to find out, is how many activities (of a certain type: verify insurance, pre-aut, etc) were marked done during a certain time period and are linked to a pipeline. aren't activities in essence linked to a pipline?

The Pipedrive support agent explained to me that "activities are not directly linked to a Pipeline, but to the deals that are on the Pipeline; this is the reason why the Pipeline field does not appear. Because it would appear for Deal related reports, but not activity ones. You are able to see on the activity list below if the activities are linked to a deal or not, but not to which Pipeline".

 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #2

    Hi @Sarah Scoresby , thank you for your feedback!

    I took the liberty of editing your post, as it's a best practice to not post the conversations with our Support reps in a public forum. I know you didn't mean harm, I'm just letting you know for future reference :)

    I also edited it for brevity for what is the crux of the issue you're looking to solve. Everything our Support rep told you is correct and we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Meanwhile, I've thought of an alternative that may help you get close. Create an activity report using the conditions in the image below and you'll get a report only of activities linked to deals in your chosen pipeline(s). 

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    Hope that helps!