Data Download

Junny Lee
Junny Lee Posts: 1

The new insight feature makes it impossible to download the data, unlike the previous report feature. This is very irritating, as no matter how hard you try, PipeDrive can't pretend to have the same capabilities that excel has. So it's vital that the download feature be restored.  

P.S: There is an export data feature, but that exports all raw data from inception, with no filter whatsoever. Gives me a headache just to look at it.

It feels like we are paying for reduced service. 

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  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
    2500 Comments Third Anniversary 5 Likes First Answer
    edited January 2021 #2

    Hi @Junny Lee , I'm sorry to hear you're not having an ideal experience downloading your reports. Currently it's only possible to export one data point at a time but that data point is the result of the filter you created in your report conditions, so what you see should not be raw data. See here: Exporting data from Insights.

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    If the issue persists, please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you!