Importing data: an introduction!
Reports in Copper: an introduction! [video]
Reports: setting up a Dashboard [video]
Reporting: tracking Opportunity value changes [video]
Reporting: activity reports - getting started & best practices
Using our Google Sheets Add-on [video]
How to update on import (aka manage matching records)
Adding days in stage to a Report or Insight [video]
Reporting on a percentage of goal or quota
Sharing Reports through scheduled email exports
Creating a pipeline progression report [video]
Report and Insights: formating and adding sums to tables [video]
Reports and Insights: renaming columns in a table
Reports: creating a custom Insight
📈 Data & reporting
Setting up or making changes to Copper? You're in the right place!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.