Reports in Copper: an introduction! [video]

  • 27 January 2022
  • 3 replies

Userlevel 3

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:


Have questions?

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


3 replies

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?


Userlevel 3

@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.

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