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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That is correct. There is currently no reporting on the 'notes' object.
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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.
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Hello @Mike van der Valk
Has there been any movement regarding the reporting on notes?
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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.
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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.
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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
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Hello,
I also have a need for reporting on notes. Please add me to the requestor list.
Thanks
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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.
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Has this feature been added? Seems strange that you can add notes as a column to export.
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Yes, let's add this feature.
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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!
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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?
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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.
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@Thiago - You can strip out html tags using Make/Integromat.
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