Product Categories for Reporting

Lynn Vlok
Lynn Vlok Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

I need to be able to report using product categories but am unable to do so.  When will this be available?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited December 2021 #2

    Hi @Lynn Vlok , you can find out more on this matter via this thread.

  • André Dubé
    André Dubé Member Posts: 1 VERIFIED MEMBER
    edited June 2022 #3

    Hi Manuel, I have read this post and it's not showing how a report can be build using product category. 

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 96 PIPEDRIVE TEAM
    Fourth Anniversary 25 Likes 10 Comments First Answer
    edited December 2022 #4

    Hi @André Dubé @Lynn Vlok ,

    Unfortunately, currently it is not possible to create reports based on Products.

    In 2023 we are focusing in improving significantly the Products feature.

    Feel free to suggest other improvements you would like in the Products Catalog like reporting for us to take in consideration during research phase. Many thanks :)

  • Paul Minors
    Paul Minors Member Posts: 94 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes Name Dropper
    #5

    Hi @Pedro Manuel Gonçalves Franco do you have an update on when reporting by product category will be available?

  • TJim
    TJim Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment
    #6

    Hello @Pedro Manuel Gonçalves Franco


    Being able to report by product category is really important to our company


    We have built 4 product categories (encompassing 18 products)


    For us to report by product is too granular, and our finance team needs to be able to see pipeline deal forecasting by category.


    We appreciate your help and guidance

  • Paul Minors
    Paul Minors Member Posts: 94 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes Name Dropper
    #7

    I've also had a number of other clients ask when this is going to be possible.

  • Gavin Perry
    Gavin Perry Member Posts: 3 VERIFIED MEMBER
    Third Anniversary First Comment Photogenic
    #8

    It is now 2024 - I too desperately need to report by product category. Right now I have one report that I have to add over 140 products to it, since we cannot select the product category they all belong too. Pleeeeeease add this record as an option, it can't be that hard

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