Knowledge Base

Topics
Combined tables
How can I add the fields to the table view?
Combined filters
How can I add the fields to a filter?

Insights: Combined data

YS
Yssel Salas, June 7, 2024

Effective reporting on various criteria is crucial for comprehensive data analysis. Pipedrive’s combined data reporting facilitates this by enabling users to cross-reference and analyze data across different entities.

For example, when generating a deals performance report, you can incorporate contact custom fields, even though this data resides in a separate entity.

This article explores how the Insights feature enhances reporting capabilities in Pipedrive, allowing for more robust and detailed analysis.


Combined tables

In the table view of the report, you can combine the following fields.

Entity report

Fields you can add

Leads report

  • Contact person
  • Organization
  • Deal fields
Deals report
  • Contact person
  • Organization fields
Activity
  • Deal
  • Lead
  • Contact person
  • Organization fields

Contact person

  • Organization fields

How can I add the fields to the table view?

Click the gear icon on the right-hand side of the screen to open the column customization. Then, select the field that you want to add.

Once you add the field, you’ll see the entity icon in the table header.


Combined filters

In the filters of the report, you can combine the following fields.

Entity report

Fields you can add

Leads report

  • Contact person
  • Organization
  • Deal fields
Deals report
  • Contact person
  • Organization fields
Activity
  • Deal
  • Lead
  • Contact person
  • Organization fields

Contact person

  • Organization fields

How can I add the fields to a filter?

At the beginning of each filter row you’ll have a dropdown with the entity. The entity shown will be based on the type of report mentioned on the table above.

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