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!
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!
Reports 201: more advanced features
Build-alongs for specific Insights:
Post in our forum or join our weekly Q&A!
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?
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.
Is there documentation on how to build reports instead of videos? If so, can you please point. me int eh right direction. Thank you