Reports

How to put your data in the spotlight, one report at a time.

  • 104 Topics
  • 257 Replies

104 Topics

T
trichesEngaged User
asked in Reports

Forecast by Month and Opportunity Report Template

Hi, is there a template for report like this, or a tutorial that would help me build it? Thanks 

0
T
4 days ago
K
kyla.oneillEngaged User
asked in Reports

Using Close Date in Reports

Is it possible to use Close Date in Reports?Specifically, I am trying to see a dynamic view of how many open opportunities are assigned to each owner each month based on the opportunities’ close date. For us, close date is a fixed date when the opportunity will be closed out, so we would like to be able to see a view of our owners’ caseloads each month based on how many opportunities will be open at that time. Is this possible?

0
K
5 days ago
A
atreesaraNew Participant
asked in Reports

Dashboard based on email response times?

Is there a way to build a dashboard or generate a report based on email response times, specifically for contacts that are in a particular project?

1
alex
13 days ago
E
emma.enogiaNew Participant
asked in Reports

Filters on reports

Hello,I have my filter Key opportunities on my pipelines and I would like to be able to trace this key opportunities building a weekly report showing (my new opportunies of the week) I tried however I can’t find Key opportunities in the Report dashboards.. Can someone help me?Thanks! 

0
E
1 month ago
P
patrycjadEngaged User
asked in Reports

Report showing stages out of order

Hi, could someone advise how I can re-organise the order in which stages are showing on my report? It’s showing it out of order. I have seen a previous discussion similar to my inquiry, and I have already changed the ‘View by’ to display Opp Stage as ‘Opp stage rank’ but that just assigns numbers to the stages in the order in which they appear on the report- not in the actual stage. Screenshot below for reference- the order in the actual pipeline is ‘Inquiry, Qualification, Scheduling, Scheduled, Follow-up, Proposal/Quote, Contract’. Please can someone advise on how I can solve this? Thank you!

5
Michelle from Copper
Copper Employee
1 month ago
S
StephanieEngaged User
asked in Reports

Opp Win rate calculation

Hi, I would like to understand how the Opp Win rate % and Opp Value Win rate % are calculated. Thank you.

4
S
1 month ago
K
kramersNew Participant
asked in Reports

Accessing reports

I am on the free 14 day trial but cannot access the Reports section of the platform. When I click “Request Access” I get “Something went wrong” error. How can I get into the Reports area to see what the reporting functionality consists of? Thanks.

0
K
1 month ago
R
Rob Jones at ASEEngaged User
asked in Reports

Deleted Opportunities Still Appearing in a Report

We are running a report that lists the Opportunities (the courses the student is taking) attached to individual Person records (the student), filtered by a Tag (the semester in which they are studying). The Opportunity relates to them through a Custom relationship field.The report is showing Opportunities that the student is no longer related to (because they swapped courses), even if I slap a date filter on it…Can anyone advise what is happening, and how to ensure that only those Opps that the Person is connected to show up, please?

2
R
1 month ago
T
tegandNew Participant
asked in Reports

How to create Lead Activity Reports

I’m looking to create an activity report for leads in Copper and can’t seem to figure out how to build something that will allow me to see: interactions by activity type so we can understand what methods or interactions are working with leads the number of follow ups by interaction type how to track activities against leads (how long they are in a status)

1
Chris from Copper
Copper Employee
1 month ago
R
rachelsNew Participant
asked in Reports

Customer setup for reporting

Hi! I have recently started at a nonprofit for women who have genetic mutations for breast and/or ovarian cancer or have received a diagnosis.  We send out care packages to these women.  We currently have a field in the person’s information where we manually type in the date that it has been sent.  It is not set up to recognize it as a a date so we cannot count how many care packages we have sent over a certain amount of time.  Any advice on how to set up a person’s contact information where we can set it up so we can count how many care packages we have sent over a period of time? TIA,Rachel

0
R
1 month ago
A
andreasaydeNew Participant
asked in Reports

How can I include emails in the report I pull for abandoned leads?

Hi there,  I am looking to pull a report of all the leads that were abandoned last year and need it to include the email addresses.  How can I do this? I seem to only be able to pull a report that includes names and organization.  Thanks

2
A
2 months ago
J
jaypiNew Participant
asked in Reports

Conversion Time Report

Looking to generate a report that lets me know the amount of time from when a lead is create to the time they make a purchase/become a person/won  

1
Chris from Copper
Copper Employee
2 months ago
J
jtagliaferroEngaged User
asked in Reports

Report on time to close opportunities

HI,  I’m trying to create a report/insight into how long it is taking opportunites to move through the pipeline. I have created the automation to show the number of days in each stage- but I’m stuck on pulling a report on average time to close. 

6
Michelle from Copper
Copper Employee
3 months ago
T
TomBoyleFFINew Participant
asked in Reports

Reports - Opportunity Source

We are running a report to track the source of an opportunity, the report has a large number of opportunities listed (Empty Source) - when I look at the opportunities listed, they are filled in for that field… confused… again by Copper… 

0
T
3 months ago
M
Matthew LongNew Participant
asked in Reports

Can the display of Headline values be modified?

I’m attempting to do something that I thought would be pretty straightforward.I’d just like to create a Headline that shows what percentage of Leads are from a specific source “Client Referral”:If I switch the primary metric to %, it just adds zeros to the end of the number rather than doing any calculation.The “Versus” value is useful in this case, but I can’t find a way to customize it to show what percentage are “Client Referalls” and instead it displays the opposing value (how much smaller 35 is vs 1,105)It’s technically usable but a very weird way to present this very simple KPI and I expect it to cause a lot of confusion. “So, -97% means roughly 3% of our leads are “Client Referrals?”The fact that there are options to display in % leads me to believe I must be doing something wrong, and I am missing a setting or features somewhere… Surely this must be the case because nobody would ever want switching an integer to a percent to just add zeroes to the end?Any helps is appreciated!

3
Michelle from Copper
Copper Employee
3 months ago
B
brittdozNew Participant
asked in Reports

Copper Extension greyed out in gmail

I updated my google chrome browser and now the Copper extension is greyed out. I have removed and reinstalled the extension with no resolve.  I noticed Copper was updated 11/29/22. My entire office is experiencing this issue. Please help.

1
Michelle from Copper
Copper Employee
3 months ago
M
MV kenNew Participant
asked in Reports

Duplicate bespoke Dashboards

I would like to be able to duplicate a bespoke report Dashboard as a template for another Dashboard.

3
Michelle from Copper
Copper Employee
4 months ago
W
WlwongNew Participant
asked in Reports

Reporting: Count of Opportunities in Stages

How do you check how many opportunities went into a certain pipeline stage? for example, how many companies have received a demo for a certain period like January 1 2020 to June 30 2021.

1
Michelle from Copper
Copper Employee
4 months ago
M
mizidiNew Participant
asked in Reports

How can I accurately report on volume of leads, lead sources, considering leads converted to people?

What is the best practice report for a view for our Marketing lead into the volume of leads over a period, and the source of leads?  It appears to me the insights builder offers a view into leads left disqualified/unqualified/working/new. These leads are lost from our lead reports once they become qualified People with Opportunities. Help!

2
M
4 months ago
L
LostandConfusedNew Participant
asked in Reports

Excluding spouse and partners from a report

Hi,I’ve built a report to track how many households live in each state. I quickly realized that my results are inaccurate because I am picking up spouses and partners in addition to the main client. Is there a way to filter these people out?Thank you

0
L
4 months ago
P
PH_01Engaged User
asked in Reports

Filtering by a numeric field (fact)

Hello Copper Community,I am looking to build an Insight with a filter on opportunity value (greater than 10K let’s say), as well as a filter on a custom field that contains a count (greater than 10 let’s say)It doesn’t appear possible as an attribute filter or an insight filter to do this? Thank you,Paul

3
Michelle from Copper
Copper Employee
5 months ago
P
PH_01Engaged User
asked in Reports

Reports - Adding "Company" Metric Custom Field alongside an Opportunity

Hello, I am looking to create a Table report with this general setup: But I find that I am unable to display a numeric custom field as a row to the right of an opportunity.I was hoping that metric custom fields related to companies could be used when an opportunity is also a row, Copper would look up the CF value from the company set for the opportunity? Thank you,Paul

5
P
5 months ago
A
andrewlockhartNew Participant
asked in Reports

Activity detail report

Hi all,I noticed this was previously brought up, but is there a way to pull the detail of activity by individual?  I have a dashboard that shows the activity types each individual has performed by date but i would like to be able to take it further and have a section that shows the notes taken, etc. Does this exist through copper or the Copper API?  Thanks,Andrew Lockhart

0
A
5 months ago
T
TL1074New Participant
asked in Reports

User Activity tracking

AfternoonThe user activity reports (legacy or new) only seem to capture data if the App is opened on your phone. If our users don't open the mobile app for a period of time it gives us a false report. Is that a bug? Thanks  

2
T
5 months ago
C
CamilleEngaged User
asked in Reports

Report - Average Sales Cycle length

Hi,I would like to monitor for each opportunity the number of days between date opportunity is created and date opportunity is won, then to track the average number of days of our sales cycle for a given quarter, and see the evolution over time of this metric.I have tried to automate the update of an opportunity field once the opportunity is won, but I’m a bit stuck.Can anyone help me on that?Thanks a lot!

4
C
5 months ago

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