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Status of project based on pipeline stage

I would like to be able to run a report that shows shows where projects are in relation to their associated pipeline stage. I am new to Insightly so perhaps there is an existing report out there.

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  • Hello Evan,

    We do have a report available that will show you the pipeline stage for Projects. 

    Here are the steps:

    1. Select "Reports" 
    2. Select Project Reports 
    3. Click on "Project Report"
    4. Drag over "Pipeline Stage Name" 

    Here's a helpful article that provides more details relating to Reports

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  • Hi Alejandro,

    Thanks for the response. I had already created what you outlined above but I was looking for more of a summary report. For example, I would like to be able to report where projects are in a given pipeline. Of the say 500 projects, 100 at Stage 1, 200 at stage 2, etc. Based on the output from the above report, I can export to excel and likely generate what I would like to see but was hoping there would be something within Insightly. Perhaps that is a feature of Power BI?

    Evan

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  • Hello Evan,

    A workaround that could work would be:

    1. Use our basic report filtering which will allow you to add multiple filters to filter by the "Pipeline Stage."
    2. To organize multiple filters use our Filter Logic to get more control over your report results.
    3. Drag over the column "Pipeline Stage Name" to the grid which is labeled with "group records by dragging and dropping a column header here."

    This will allow you to separate the Records by groups. Hope that helps!  

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  • Hi Alejandro,

    Thanks for the additional help. I think I'm pretty close to what I want and will continue to explore the options.

    Cheers,

    Evan

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  • Hello Evan,

    Happy to help! 

    Enjoy your weekend. 

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