Feature Request - Opportunities Notes print with Opportunities report

I would like to add the most recent opportunity note to the reports I can create. This way when I export the opportunities, they most recent activity is listed. Right now I have to manually export the opportunities, then manually export the notes, and try to match them up. its horrible. If there is a way to already do this, please let me know. Thank you.

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Comments

21 comments
  • Hi there Heather:

    You can create an Advanced Report for Notes and filter by Primary Linked Item Type and Date Created to segment this data. 

    I hope this helps!

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  • Thank you Lyla.  Unfortunately, I need to filter by bid amount to capture our bids over a certain amount.  That field is not an option in the notes report fields.  Any other ideas?  This is making reporting rather useless for us because of the limitations.

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  • Hi Heather:

    Thanks for the additional detail on what you are trying to filter out. You're correct there is not a report option that will cross reference the Opportunity Bid data with your Notes.

    Maybe someone in the Community can help with a way to do this :)

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  • We need joins (by linked records) in Advanced reports - please.

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  • Hello Lyla,

    Are there any new reporting capabilities that will allow me to get a better report with Opportunity notes and details?

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  • Hi Heather,

    There aren't any new features but you can try to export the data and create your own custom report.

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  • Heathers post is an extremely important feature request

    The most important information to any Sales Manager, is the outcome of the last follow up on an opportunity.  Our careers live and die by this information.

    Lyla's work around is unfortunately not sufficient, as the rest of the opportunity data is not available in note report field list.  It requires two reports to be run and the user to cross reference the opportunity with the most recent note.

    'Raw Travel' is quite right.  The whole point of a relational database is to be able to cross reference data tables by a common piece of information.  IE a relational query. 

    How about as a interim you generate automatically populated fields for "last note" and let us select it as an opportunity report field ?   

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  • Hi Bruce,

    It's not something we have available; but definitely an interesting idea.

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  • Hello Nora, is there any progress on this? Do you have any workarounds that we can use to track notes with opportunities?  Here is what I need in a single report:

    Opportunity Name - filter capability

    Person Responsible - filter capability

    Pipeline Stage

    2 custom fields

    Most recent note.

    Open Tasks for specific opportunity

     

     

     

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  • Hi Heather:

    Thank you for the additional details on what you are trying to create, this has not found it's place on our roadmap but with enough support this may be something we can consider for future updates.

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  • I need to report notes against contacts and therefor also need to cross reference to the contact and or opportunity. Otherwise there is a list of comments with no easy way to attribute them to a specific contact.

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  • Can we add the latest NOTES to the Opportunity Report yet?

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  • Can we add the latest NOTES to the Opportunity Report yet?

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  • I have to agree with Raw Travel and Bruce Morgan on this. I'm in IT, not Sales. Our Sales Manager has repeatedly asked me if we export a Lead or Opportunity's related Notes and Tasks? Actually they are more interested in seeing this in the Reporting functions, but the same holds true.

    Why do we need this, given that these Notes/Tasks can be seen in the InSightly interface nicely related to their Lead/Opp?

    The most important reason is that we, like a lot of other businesses, often report to external suppliers (whose products we sell) who have no access to our InSightly account - nor will they ever. We need to be able to export the Leads and Opportunities that relate to their products and show them what we have been doing to close sales.

    Another point is that using the InSightly GUI, you don't get an at-a-glance overview of activity the way you can with and exported spreadsheet.

    So, I'd like to add my voice to the ability to export/create reports with related Notes and Task.

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  • Any update on this? I need to run an opportunity report and link notes to the opportunity. 

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  • Any update on this?

     

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  • Hello Oscar,

    You can select Reports > Other Reports > and select Note Report to create a report that shows Notes linked to Opportunities. You'll just want to make sure you drag over the "Primary Linked Item Name" and "Primary Linked Item Type" from the Report Fields to your report. 

    Hope that helps for now!

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  • Alejandro, I appreciate the update.

    The request is not about having a report with links to opportunities/contacts/leads. It's about having a report that shows the opportunity and the notes (all of the notes, not just the primary linked note) of the opportunity/contact/lead. Furthermore, the body of the notes need to be shown in the report. The report you shared/suggested doesn't give my team the notes readily available...they have to click to get the notes. Not efficient.

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  • Hello Oscar,

    Thanks for the feedback!

    Once we have an update on this feature I'll be sure to let you know. Until then I encourage you to continue your activity in the community. Also a great thanks for consolidating this feature request and helping other users point them in the right direction. 

    Enjoy your day. 

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  • Hi, Is there any opportunity to print off all the contact activity in Notes based on dates

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  • Hello Corinne,

    If you like you can create a Note Report. This report will allow you to add the following fields to your report:

    • Primary Linked Item Name
    • Primary Linked Item Type

    Which you can then filter by the "Primary Linked Item Type" > Contact. You'll receive results for all Notes associated with Contacts. I've provided a screenshot below to help clarify. Hope that helps. 

     

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