Ability to export reports in PDF
Ability to export the reports to PDF, and do a PDF "status report" with a dashboard of deal pipeline, won/lost deals, and decomposition by deal source.
Thanks for the feedback here, we really appreciate it! I just wanted to get you guys a quick update here. Unfortunately, this isn’t a feature we’ll be releasing at the moment. If you’d like to print these reports, you can also use the print function in the browser that you’re using.
Also, we’ve released the Smart Lists feature that allows you to print after putting together a dashboard of items you’d like to see. Reach out to us at email@example.com if you’d like to learn more!
Anthony Hurtado commented
I would like it more than just a static PDF, I would like to be able to export CSV.
Come on guys....all these reports mean nothing if we can't provide printed copy's of what we are doing to our clients....i get paid on my reports, i need then printed out.
Carson Hammett commented
Yes, please. I report up line to owners that need to see only reporting and share reports outside my department with co-workers. Neither of these groups should have access to Base CRM, but they do benefit from the information in reports.
Vishal Agarwala commented
I think it is a good idea to allow for report export into PDF to make it easy to send to teams/board etc.
Zach Freeman commented
Add a print/download data button to all reports in Base.
I create monthly reports for our investors and would love to be able to easily export the graphs and data from the reports.
Greg Stewart commented
To add to this - I would love to be able to filter and export as a PDF "events" (as in: comments made, emails sent, visits/appointments) for a selected number of accounts over a week so I can report to my management what I've been up to with certain key accounts. (Most of our company is not on Base and likely never will be, so a PDF of what I'm up to would be great).
Sheena Orchard commented
I would like to export data from the report tab but this feature is not currently available - please consider this idea!
This is a deal breaker for us. We need to be able to export reports and email to stakeholders. Also, would be great to have deal reports with last action/next action or status by deal.
Mark Radford commented
We would like to select a group for direct mail merge - a CSV file of contacts - the Christmas Card list. This cannot be done now in BASE, but every other CRM I've used offers this feature.
report on daily activity and print to pdf
Export into PDF or Excel or other formats - maybe even just have an API to export the data easily?
This would be an amazing feature (please make it available on the $15 plan!).
In order to show a monthly 'bank manager' sales report I currently have to go into settings and export all base data, open the deals csv in excel, delete all the useless columns, do text to columns to get rid of the timestamp on 'deal moved to stage' so just the date is left, filter the rows by the relevant date range, etc. etc. etc.
A PDF/excel export of these key metrics would be hugely more beneficial than the current fancy pie charts and graphs in the reports dashboard.
Victor Nassar commented
Export not only PDF but CSV or Excel as well.
Ryan B commented
Also should be able to get the file as a csv.
Yes please! As a user, in order to report to my team and my Board appropriately, I want to export the reports into a PPT, PDF or Excel file so.
Given the report page, when I click Export report, and I choose the date range, and I chose the type of report I want to export, and I chose the file format for exporting, then my export automatically downloads.
Ryan Sunram commented
need to have a way to print all reports
Completely. This would make a big difference in the functionality of the reporting.
Will be good if report can be exported to Mic. Excel