Reporting

Chris Faddy_20423
Chris Faddy_20423 Member Posts: 3
edited July 2022 in Ideas and Product Feedback #1

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 Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    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: 4
    First Anniversary First Comment Photogenic
    #3

    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: 147
    100 Comments 25 Likes 5 Up Votes First Anniversary
    #4

    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.

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