Reporting

Chris Faddy_20423
Chris Faddy_20423 Member Posts: 3

Does anyone else find the reporting functionality too limited, specifically for printing individual reports?

I need to produce management reporting and at the moment I can only produce dashboards which can be PDF'd/printed. I can't do singular reports meaning I have to create a dashboard for each report I want to discuss.  I believe there should be a greater report functionality particularly for printing.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,092
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    edited November 2020 #2

    Hi @Chris Faddy 

    Thanks for sharing. Below the dashboards it's possible to set up individual reports. With a right mouse click you can hit print and still save these as PDF's.

    Not ideal, I agree but could help you already. Nonetheless, I'll make sure our team sees your suggestions. 

  • Barry Benton
    Barry Benton Member Posts: 6
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    I know this post is fairly old but, yes, I agree...the reporting in PD is very limited and needs a great deal of attention from the developers.

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
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    Two things I find limiting at this time that come to mind. 1. Its not possible to use custom details fields in contacts reports. 2. Its not possible to group sections of a report by fields, specifically by custom fields would be nice. This certainly isn't a deal breaker but it would be a nice convince when needed.

  • Tomas-Davame
    Tomas-Davame Member Posts: 1
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    Hello, would it be possible to have more operators in the filtering in reporting?

    I would like to be able to see a reporting of deals where the expected close date is LATER THAN next month (see more distant future).