Note Reporting

Rachel Sisson

I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity.  As it stands, we only seem to be able to report on deal/activity progress

Boris Tsibelman

That is correct. There is currently no reporting on the 'notes' object. 

Mike van der Valk

Hi @Rachel Sisson 

You could try to export out all your notes and run a report in Excel: https://support.pipedrive.com/hc/en-us/articles/115000797525-Exporting-data-from-Pipedrive

Nonetheless, I'll pass on your suggestions to our team.

Gavin Thrush

Hello @Mike van der Valk 

Has there been any movement regarding the reporting on notes?  

Mike van der Valk

Gavin Thrush said:

Hello @Mike van der Valk 

Has there been any movement regarding the reporting on notes?  

Unfortunately not @Gavin it has not been prioritised at the moment.

Gavin Thrush

Gavin Thrush said:

Hello @Mike van der Valk 

Has there been any movement regarding the reporting on notes?  

Hello @Mike van der Valk  thanks for coming back to me regarding this. The reason behind this is that our management have been able to have a weekly report when we were using ACT! CRM. Now as I move on to expanding into pipedrive i will need to be doing a lot of copying and pasting to make reports. But as a system pipedrive is a much more user friendly program.  Please could you give it some thought.

Cheers,

Gavin.

Mike van der Valk

Gavin Thrush said:

Hello @Mike van der Valk 

Has there been any movement regarding the reporting on notes?  

Thanks for clarifying where the need comes from @Gavin Thrush I will pass this on to our team responsible for the notes area in Pipedrive but can't guarantee the priority on this unfortunately  

Jeff Wagner

Hello,

I also have a need for reporting on notes. Please add me to the requestor list.

Thanks
Jeff

Eduardo Littuma

Boris Tsibelman said:

That is correct. There is currently no reporting on the 'notes' object. 

Reporting on notes would be a great feature to have. 

Connor Baker_84989

Has this feature been added? Seems strange that you can add notes as a column to export.

RobYourLender

Yes, let's add this feature.

Jon Louch

Having the ability to report or extract the last note for each deal or lead would certainly be a good addition and one that we would be using on a regular basis.

Whats the likleyhood of this feature being available in the near future?

Thiago

Hi @Mike van der Valk ,

Thanks for clarifying that this feature is not available at this moment.

Since it's not available in Pipedrive and there are many users that would be positively impacted by having a manner of exporting notes to generate notes reports on a weekly basis, it would be really beneficial to the community to have available a script that performs that.

I imagine that the internal Pipedrive teams already have python/JS wrappers that consume Pipedrive own API. Thus, they could be used to create a simple script that consumes the /v1/notes endpoint and writes notes' content on a .txt file.

Could you please try to arrange with the tech team to provide a script such as that?

Thank you!

Mike van der Valk

Hi @Thiago

You can already in Pipedrive today go to your export data menu and pick a timeframe between which you can export all notes, the items they relate to and the note content into a file. Wouldn't this already help you?

Thiago

Hi @Mike van der Valk ,

Thanks for your answer!

Actually I tried this option that you've mentioned before I wrote the post, however, unfortunately it didn't work.

I want to generate a simple pdf report with all the notes from previous week. The Excel/csv file that is generated from Export is not useful because the cells' content are in html format and contain many enconding errors. Thus, to use it I would need to manually rewrite all the notes again.

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

@Thiago - You can strip out html tags using Make/Integromat.