Customize Activity Reporting
Customers can customize what should be included in a activity csv report file.
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to customize activity reporting has been released. Please see the file attached and this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
Tucker Peebles commented
I personally would want a way to only show expired documents in a certain time period, similar to how you can choose "sent", "completed", or "created"
AdminRaena Aniban (Admin, PandaDoc) commented
From a customer feedback, they would like to pull up reports based on CSV columns like document completed in a specific timeframe. They would like to have the same columns before it was changed on December 27, 2021. And to have a better data about grand total to show exact amount.
Inna Babii commented
able to export/print the list of recipients and approvers for documents
AdminMasha Kisel (Admin, PandaDoc) commented
The sbility to remove some specific templates from the the reporting calculations. for example, proposals aren't present in Reporting.