custom reports with customized detail fields

Erica Vincelli
Erica Vincelli Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

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

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,613 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #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 Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited April 2022 #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 Posts: 75 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited April 2022 #4

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

  • Moises de Pontes Lima
    Moises de Pontes Lima Member Posts: 1 VERIFIED MEMBER
    edited February 2021 #5

    Olá Boa Tarde a todos

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  • Mark Slaughter
    Mark Slaughter Member Posts: 1 VERIFIED MEMBER
    edited September 2021 #6
    Amit Sarda said:

    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....

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