Automated daily reports (per email)

I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited May 31 #2

    Thanks for sharing Sven, tagging @Seda here

  • Blake Ahnell
    Blake Ahnell Posts: 1
    edited July 1 #3

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 2021 #4

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    Hi @Blake Ahnell unfortunately this currently doesn't exist :( I'm going to once more let our team know about this suggestion to add to Pipedrive.

  • Tim Flannery
    Tim Flannery Posts: 2
    edited May 2021 #5

    +1. I'd like to do a daily win report and daily loss report summarizing everything across our organization.

  • Double A Labs - Admin
    edited July 2021 #6

    Hi! This would be of great help for our team too! Being able to set up a daily email report with specific lead/deal information.  

  • Cory Reed_50445
    Cory Reed_50445 Posts: 1
    edited January 27 #7

    Please build additional functionality to enable automation of reports both for automated emails as well as API calls to specific Report data.

  • Dave_51259
    Dave_51259 Posts: 1
    First Anniversary
    edited March 14 #8

    +1 vote from me on this.

  • Bill Steele
    Bill Steele Posts: 7
    Second Anniversary Photogenic
    edited May 10 #9

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    One year later?

  • Zach Lebovitz
    Zach Lebovitz Posts: 5
    edited May 10 #10

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    Any update on this??

  • Zach Lebovitz
    Zach Lebovitz Posts: 5
    edited May 31 #11

    Thanks for sharing Sven, tagging @Seda here

    Hi, have you added this functionality yet?

  • John Ofield
    John Ofield Posts: 1
    edited May 31 #12

    Thanks for sharing Sven, tagging @Seda here

    It's crazy that this does not exist.

  • Bianca Hutton
    Bianca Hutton Posts: 2
    edited June 9 #13

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    @Mike van der Valk We would need this too - a weekly summary of new deals and lost deals. How is this not a feature yet, I'm seeing threads for this from a year ago. Any updates?

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 1 #14

    Hey Mike,

    I am needing this same daily/weekly email report. Are you able to assist?

    Hi @Bianca Hutton 

    Unfortunately this request has not been prioritised over others yet, I'm sorry.