Hi, yesterday I started use new insight tools and in the same moment I was starting to dream about o

Comments

  • Magdalena Wasilewska
    edited February 25 #2

    As an examples: 1) I have no export button,  2) I preparded report "monthly sales" and "daily sales", in Dasboard I can see of these reports with monhlty data, 3) I need to see few my custom fields in report and some I can add, some I can't.  Is there any chance to get old version of reports? I felt like I lost control on my sales data :(  

     

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited December 2020 #3

    As an examples: 1) I have no export button,  2) I preparded report "monthly sales" and "daily sales", in Dasboard I can see of these reports with monhlty data, 3) I need to see few my custom fields in report and some I can add, some I can't.  Is there any chance to get old version of reports? I felt like I lost control on my sales data :(  

     

    From what I can tell you must be on professional to be able to use your custom fields in reports.  Are you using professional?

  • Magdalena Wasilewska
    edited December 2020 #4

    As an examples: 1) I have no export button,  2) I preparded report "monthly sales" and "daily sales", in Dasboard I can see of these reports with monhlty data, 3) I need to see few my custom fields in report and some I can add, some I can't.  Is there any chance to get old version of reports? I felt like I lost control on my sales data :(  

     

    I received info gro PD that my problem is not related to my plan. They are working on this issue. But still - from my point of view, this tool is not ready and too complicated :(

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited December 2020 #5

    Thank you for the. feedback, @Magdalena Wasilewska 

    I am sorry that you found Insights no very easy to use and hope that with a bit of practice you will see the logic behind the built.

    1. I am sure you have already found the export button here: 
    image

    2.  You might have a filter applied on Dashboard that prevents you from seeing reports as originally constructed. Can you please check filters here: https://sharing.pipedrive.com/vEjpNg

    3. Some of the custom field types is just impossible to add - I found that you were unable to add Deal Type multiple option fields - but these are supported and you can add them to List view.

    If there is any other issue or I have not gotten it right - please do reach out to our support via in-app chat or send an email to [email protected]

     

    Kind regards,

    Vladimir

  • Adam Cooke
    Adam Cooke Posts: 5
    edited February 2021 #6

    As an examples: 1) I have no export button,  2) I preparded report "monthly sales" and "daily sales", in Dasboard I can see of these reports with monhlty data, 3) I need to see few my custom fields in report and some I can add, some I can't.  Is there any chance to get old version of reports? I felt like I lost control on my sales data :(  

     


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