Note Reporting

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

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
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    edited May 19 #2

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

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
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    edited November 2020 #3

    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
    Gavin Thrush Posts: 2
    edited February 25 #4

    Hello @Mike van der Valk 

    Has there been any movement regarding the reporting on notes?  

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
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    edited June 2021 #5

    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 Posts: 2
    edited June 2021 #6

    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
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
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    edited June 2021 #7

    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
    Jeff Wagner Posts: 1
    edited April 28 #8

    Hello,

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

    Thanks
    Jeff

  • Eduardo Littuma
    Eduardo Littuma Posts: 1
    edited May 19 #9

    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
    edited June 16 #10

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

  • Yes, let's add this feature.

  • 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?

  • 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
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer

    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?

  • 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.

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