custom reports with customized detail fields

Erica Vincelli
Erica Vincelli Posts: 3
edited July 24 in Sales CRM #1

How can we customize a report with the information from our customized details column? 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 24 #2

    The data type of those custom fields will have to be at least one among the following.

     

    image
  • Mike van der Valk
    Mike van der Valk Posts: 4,388 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #3

    @Erica Vincelli you can find our how to customize reports with our new Insights reporting feature that we're constantly improving. Let me know if it helps :) 

  • Seda
    Seda Ex-Pipedrivers Posts: 126
    Pipedrive Employee
    edited April 29 #4

    Organization and Contact person field types are also supported in Insights. :)

  • Moises de Pontes Lima
    edited February 2021 #5

    Olá Boa Tarde a todos

    Eu sou do Brasil , estou conhecendo agora o sistema do PIPEDRIVE , por enquanto aprendendo por aqui 

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  • Mark Slaughter
    Mark Slaughter Posts: 1
    edited September 2021 #6

    The data type of those custom fields will have to be at least one among the following.

     

    image

    How do I get to this view Amit? I can not seem to get past very basic reporting features....