Is there a way to generate a report for deals that meet a custom field entry of the organisation?

Dimitrios Syrmis_48993

Is there a way to generate a report for deals that meet a custom field entry of the organisation?

 

#reporting

Amit Sarda (AmitSarda.xyz)

Not currently, using Pipedrive's reporting capabilities.

Boris Tsibelman

You wouldn't be able to use any organization fields when pulling reports in insights. 

Liz (Ops Designed)

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/d3169fff60554a1b9471a02cd3ec2ad2