Is there a way to generate a report for deals that meet a custom field entry of the organisation?
Dimitrios Syrmis_48993
Member Posts: 4
Is there a way to generate a report for deals that meet a custom field entry of the organisation?
#reporting
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Not currently, using Pipedrive's reporting capabilities.
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You wouldn't be able to use any organization fields when pulling reports in insights.
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Hi Dimitrio - You can't do this with an insight report, but you can create a filter and then export those results, if needed. Here's a brief demo
https://www.loom.com/share/d3169fff60554a1b9471a02cd3ec2ad20
