Is there a report that I can pull on why projects were archived? I’m specifically looking for reporting on clients who didn’t book with us and the reasons.
Question
Archived Projects
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- HoneyBook Employee
Hi
Your best option at this time is to go to the project’s pipeline, click on the “Archived” stage, and look for the “Archive Reason” column data.
If you have many projects in this stage, you can sort them out by their “Moved” date to look at the most recent ones first, or by the “Archive Reason” column itself if you wish to go through specific archived reasons.
Do you think this option is suitable for your needs? Let me know!
Thank you! We would love to request a report on this as a future option.
- HoneyBook Employee
Sure thing!
I already shared your use case with the relevant product manager. Also, please post this as an idea (AKA feature request) in this community section so it can be upvoted, and you can follow up on its progress in our roadmap planning.
To many returning clients!
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