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Reports in Copper: an introduction! [video]

  • 27 January 2022
  • 3 replies
  • 3028 views

Natalie from Copper
Copper Employee
Forum|alt.badge.img

Reports is the best way to harness your Copper data. It allows you to build dashboards that focus on KPIs, charts and graphs so you can make educated decisions based on data. Watch the video below to kick off our Reporting series!

https://copper-crm.wistia.com/medias/n2jlwi6398

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

 

Reports 101: the basics!

https://community.copper.com/best-practices-use-cases-57/reports-setting-up-a-dashboard-675

https://community.copper.com/data-reporting-58/reports-creating-a-custom-insight-1055

https://community.copper.com/data-reporting-58/reports-and-insights-renaming-columns-in-a-table-1092

https://community.copper.com/data-reporting-58/sharing-reports-through-scheduled-email-exports-1311

 

Reports 201: more advanced features

https://community.copper.com/data-reporting-58/activity-reporting-getting-started-best-practices-764

 

Build-alongs for specific Insights:

https://community.copper.com/data-reporting-58/adding-days-in-stage-to-a-report-or-insight-video-981

https://community.copper.com/data-reporting-58/creating-a-pipeline-progression-report-video-1212

https://community.copper.com/best-practices-use-cases-57/reporting-tracking-opportunity-value-changes-641

https://community.copper.com/reports-6/how-to-build-lead-to-opportunity-conversion-report-797

https://community.copper.com/reports-6/sales-report-tracking-company-name-contact-name-weighted-rank-notes-section-915

https://community.copper.com/reports-6/understanding-reports-date-range-854

 

Have questions?

Post in our forum or join our weekly Q&A!

https://community.copper.com/training-webinars-45/live-general-q-a-thursdays-at-9-30am-pst-91

 

  • New Participant
  • May 2, 2022

Watching the video on how to create reports and my screen does not show the “edit” button like your. Why is this and what am i doing wrong?

 


Natalie from Copper
Copper Employee
Forum|alt.badge.img

@mnorcott You aren’t doing anything wrong and this is a very easy fix! Click the X in the top right of the left navigation to collapse the expanded view:

 

Once the left navigation has been collapsed the page will update to allow for the edit button to be visible:

 

Give this a try and let me know if you have any further questions.


  • New Participant
  • January 24, 2023

Is there documentation on how to build reports instead of videos? If so, can you please point. me int eh right direction. Thank you


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