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 Posts: 998edited May 2022 #2
That is correct. There is currently no reporting on the 'notes' object.1
edited November 2020 #3
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.0
Gavin Thrush Posts: 2edited February 2022 #40
edited June 2021 #5
Unfortunately not @Gavin it has not been prioritised at the moment.0
Gavin Thrush Posts: 2edited June 2021 #6
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.
edited June 2021 #7
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 unfortunately0
Jeff Wagner Posts: 1edited April 2022 #8
I also have a need for reporting on notes. Please add me to the requestor list.
Eduardo Littuma Posts: 1edited May 2022 #9Boris Tsibelman said:
That is correct. There is currently no reporting on the 'notes' object.
Reporting on notes would be a great feature to have.0
Connor Baker_84989 Posts: 1edited June 2022 #10
Has this feature been added? Seems strange that you can add notes as a column to export.0
RobYourLender Posts: 3
Yes, let's add this feature.0
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?
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?1
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.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,249
@Thiago - You can strip out html tags using Make/Integromat.1