Poor Insights functionality - BRING BACK REPORTS

Craig Whelan
Craig Whelan Posts: 6
edited May 2022 in Ideas and Product Feedback #1

After the forced rollout of Insights this has basically rendered over 4 years or data useless due to the reduced functionality of Insights over the old Reports feature. I find it difficult to comprehend why a "new" feature would be rolled our without a minimum of the usability of the previous version. The ability to add custom text fields to a report is restricted, you cannot edit an entry in a deal without going direct to the deal itself and the export function is also restricted.

I have raised this direct with a member of the team at PipeDrive who understands the frustration I have an has confirmed that the points I have raised are correct and I was given the following response "Following up with you as I have been informed directly by an engineer, under the internal inquiry I opened today, that this is indeed only a limitation in Insights, and even though it was indeed possible in the old Reports tool it was not made available by the developers themselves." Again this completely escapes any comprehension.

This has resulted in us being forced to look for another CRM that can provide this basic requirement and potentially have a big impact on our business through this transition period.

 

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  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited July 2022 #2

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

  • Craig Whelan
    Craig Whelan Posts: 6
    edited December 2020 #3
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    Hi Seda,

    Thank you for the above response. In response to your first point yes this is what I am referring to. They are custom text-type fields.

    I appreciate the update on the other points and it is good to hear that these features are being worked on, albeit not much use to me at the minute.

    is there no way that access to the old Reports function can be granted until the developments are completed?

  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited December 2020 #4
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    No problem at all! I'm glad to see that your raised points are the ones that are already in progress.

    The best I can do is to keep old reports and old navigation for you maximum till the end of this year. Also, please let me know if you want us to reset your default Insights dashboard to this
     

    image
  • Craig Whelan
    Craig Whelan Posts: 6
    edited December 2020 #5
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    Hi Seda,

    That would be very useful and allow me to put together my required end of year reports with much more ease. 

    On the developments do you have a timescale of when you expect these to be made live?

    Thanks 

  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited December 2020 #6
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    Do you mean resetting the dashboard view or leaving the old report till the end of this year?

    With the development estimations I unfortunately cannot say, as you never know the exact timing. All the named points are the priority for us and already in our plans/progress.

  • Craig Whelan
    Craig Whelan Posts: 6
    edited December 2020 #7
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    Hi Seda,

    Please leave the dashboard and just give us access to the old reports until the end of the year.

    I appreciate you cannot commit to a deadline on this but are we talking days/weeks/months?? Just so I know if we are going to have to for an alternative provider come the new year.

    Thanks 

  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited December 2020 #8
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    With some things (like having summary table hyperlinked) we are talking about days. but with some things (editing list view) it might be a few weeks.

    Regarding the old reports - let me see what I can do :) Will get back to you asap.

  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited December 2020 #9
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    @Craig Whelan I enabled the old reports back for you. I will keep you posted if I can hold it until the end of the year.

  • Craig Whelan
    Craig Whelan Posts: 6
    edited December 2020 #10
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    Hi Seda. It looks like PipeDrive has reverted back to the new Insight function again. Please can you put this back to the old reports again.

  • Seda
    Seda Posts: 115
    100 Comments Pipedrive Team
    edited December 2020 #11
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    done :)

  • Luke Marshall
    Luke Marshall Posts: 4
    edited February 2021 #12

    Craig,

    I just posted a similar sentiment before reading your post to find you represent my point of view entirely. The migration to new reports and the subsequent functionality is really poor. We have many levels of external automated reporting that relied on certain PD reports and now they are gone. We are also now evaluating other CRMs which is disappointing considering how it was previously very easy for my team and I to manage our sales data.

  • Craig Whelan
    Craig Whelan Posts: 6
    edited January 2021 #13
    Seda said:

    Hi  @Craig Whelan 

    Thank you for raising this very valid concern.

    • "The ability to add custom text fields to a report is restricted" - do you mean to the report table? If yes, then are those text-type fields? I am talking to an engineer right now and support of custom text-type fields in the report table might be available soon. I will keep you posted.
    • "You cannot edit an entry in a deal without going direct to the deal itself" - I am very sorry for this inconvenience. Adding this functionality to Insights is already in progress and hopefully will be completed already this year. Until that, I'd recommend using list views.
    • "The export function is also restricted.” - adding hyperlinks to the Insights summary table is already in the progress, so you will be able to export the same way as in old reports very soon. We are on it.

    I fully understand the frustration. Our goal is to provide you with more reporting capabilities (for all plans) and give you more freedom for getting out the results that you need. We tried to bring the most of Old Reports capabilities to Insig and in addition to add new ones such as filtering, dashboard, and reports customization. What is not yet available from Old reports will be there soon. It's our priority number 1.

    Hi Seda.

    After now being forced back in to the new, and terrible "insights" function none of the required developments have been actioned and therefore again rendered the data in PipeDrive useless.

    Any update on the above developments???

    Thanks  

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