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Report and Insights: formating and adding sums to tables [video]


Natalie from Copper
Copper Employee
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In this video, we’ll go through these options for customizing an Insight table in a report:

  • Adding two columns together
  • Formatting options for numbers (e.g. percentage, currency, or number of decimal points)
  • Sorting the rows in a table
  • Adding a bottom row for a total sum or an average

Check it out below :point_down:

Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information.

 

This video is part of our reporting how-to series - click here to check it out!

 

If you have any questions, feel free to leave a comment here or post in our Community forum!

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