New: Insights can now export all report fields at once 📊 🧾

Inês Batata
Inês Batata Posts: 2,077 PIPEDRIVE TEAM
5 Likes First Anniversary First Answer Name Dropper
edited July 2022 in What's New #1
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Another great step forward on Insights: you can now export you report's data into a spreadsheet all in one go.

For whom?

All plans. 
 

How does it work?

  • for Deals and Activities reports
  • select and unselect the fields you want
  • click Export

If you can't see the Export button, clearing the cache and cookies in your browser and refreshing the page should fix it.

 

More to come:

  • exporting from the Summary table
  • internal sharing

 

🧠 Learn all about Insights:

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Comments

  • Adam Cooke
    Adam Cooke Member Posts: 4
    First Comment
    edited February 2021 #2

    Hey! We created a tool called Cloudslurp that connects to Pipedrive and lets you pull all your data set data in one API call so you can have the whole data set in JSON format.

    check it out! https://www.cloudslurp.com

    It is also useful for backing up your pipedrive data. we are adding lots of new connectors for other systems and more features. Stay tuned!

  • Kelly Borskjaer
    Kelly Borskjaer Member Posts: 9
    First Comment
    edited May 2022 #3

    I'd love to be able to report the summary data Ines! 

  • Lev Mavashev
    Lev Mavashev Member Posts: 3
    Photogenic First Anniversary
    edited May 2022 #4

    anyway to export the report Summary?