@moemuise @marsheredancestudios Hello,
I’m John, I am the Product Manager for the Reports team. I was not the product manager of this area previously when Ted and Brian left their individual comments so I can only slightly speak to where we were at that time. That said, I did want to drop you an update to where we stand in regards to reports in general.
Right now we’re hard at work on a what we’re calling ‘Custom Reports’ and these will be available for our Enterprise customers very soon. This functionality will allow you to create charts and tables full of any data in your account’s database. And yes, these will be able to be filtered by date ranges.
As our Enterprise customers use this functionality we’ll use data from it to help inform where we go next in reporting and continue to iterate for all of our customers from there.
The first area we’ve got coming is a brand new Deal & Pipeline report. We focused on CRM / Sales reports first as that was our weakest spot in general for reporting. This will be available for all of our customers with Deals CRM access. This, along with all new reporting includes date range filtering.
In regards to Automation reporting, there is nothing specific to automations planned or under development at this time. That said we’re looking into ways we can make smaller tweaks to our current reports to improve them and we’re aware that date range filtering is something people would very much like so I will definitely investigate what this would entail and how feasible it would be and consider it against other popular requests.
I hope this offers some clarity. It’s probably not exactly the answer you’re looking for but I feel transparency is better than leaving things hanging.