How to Run Reports
I'm fairly new to PipeDrive. I want to run reports but they are not customizable as I thought they would be. I want to be able to pull from my customizable fields from my database. Learned from Support that you can not truly customize reports. You can't draw information from Leads. you can only get information from Deals. Does anyone have a workaround? Filters aren't helpful. Support stated PipeDrive is constantly making updates. Does anyone else have this problem with not being able to pull reports? I want to be able to pull reports for birthdays, when loans were funded, and more. Any advice you have? Do you wish reports were more customizable? I also want to set it as a workflow automations to run monthly.