A report view is a saved page that holds several reports, so you can compare results across owners, stages, sources, or time periods without switching between reports.
Create a Report View
- Go to Reports.
- Select the Views tab.
- Open the views dropdown and select Create new view.
- Click Add report and choose the reports to add.
Manage the Reports on a View
Each report on the view has its own options. Use them to change the report's settings, refresh it, or remove it from the view.
Manage the View
Use the view menu to Rename, Duplicate, Delete, or download the view.
Set One Timeframe for the Whole View
- Open the view.
- Select a Timeframe.
The timeframe applies to every report on the view, even reports that use different date fields, such as Added and Closed.
Reports that don't use date-based data don't change when you update the timeframe.
Send a View on a Schedule
On the Grow plan and higher, you can email a snapshot of a report view on a recurring schedule. Recipients must be active Pipeline CRM users, and the view arrives as a PDF or PNG. For the full steps, see Schedule a View for Email Delivery.
Recipients see the same data as the view's owner, including records they normally can't access.
Report views are the only way to schedule reports. To send a single report on a schedule, add it to a view first.
You can also put a report view on a dashboard with the View tile. See Build and Personalize Custom Dashboards.
Need help? Contact support at customercare@pipelinecrm.com.