Reports

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

  • 59 Topics
  • 163 Replies

59 Topics

O
obekingNew Participant
asked in Reports

Flighting Revenue To Reflect Accurate Pipeline Distribution

Team - I am trying to get a handle on how flight revenue correctly in the pipeline feature.  For example, if i close a deal that is to run revenue over a period of six months, I want revenue to reflect in each of these 6 months and not all in the month the deal closed.  Is there a way to flight how the revenue gets recognized in the pipeline?  Surely I am not the only one to have asked this question…..support BOT was not helpful. Thanks in advance.Holly

1
Michelle from Copper
Copper Employee
3 days ago
J
JoelCNew Participant
asked in Reports

Weekly reporting

I am currently trying to gain some insight into our processes. I’m curious if I can run a report showing how many leads were entered → to how many were converted to an opportunity. Is this possible to show on a week by week basis?

3
Michelle from Copper
Copper Employee
9 days ago
D
donbowmanEngaged User
asked in Reports

report sharing: users are not in list

The support chat from copper has vanished, so i’ll ask this here. I don’t really understand the ‘legacy vs new’ reports, but… in ‘new reports’, none of the users can see them. Only the admin. Even the menu item is missing on the left edge.I click on the ‘share’ icon on a report, but only the admin user (plus some etl account @ gooddata) is present.so… how can my team use this feature?  are reports only for the admin?Also, the performance is just awful on these new reports. Is there any improvement on the horizon? its quite hard to use a web interface that takes so long to load when you click. 

3
D
9 days ago
K
Kelly is HereNew Participant
asked in Reports

Creating a Conversion Report

Hello All,  I have my system set up as “leads” (those I am trying to reach) and “people” (those I have reached and converted).  I would like to create a report and I have 2 seats (users).  For this report, I would like to have it show the conversion to people broken down to those that have been lost, won or abandoned for each seat. Since I have the professional version the person who was helping me said I should create an insight since the dashboard could only do this in the professional version.  However, I really am not visualizing the best way to do this.  TIA for the guidance!

6
Natalie from Copper
Copper Employee
14 days ago
Jodi
JodiEngaged User
asked in Reports

How to build Insight for All new leads not only converted

We are trying to build an insight for all New Leads. We have it built by Lead Owner, Lead Source, Lead Status, Lead Converted and Lead Count. It will show us the converted numbers, but we want to know how many leads were generated be each owner during the time period, not only converted (qualified) leads. What am I missing to make it work?   

6
Michelle from Copper
Copper Employee
16 days ago
K
KizNew Participant
asked in Reports

Report - attribute field error

Hi,Has anyone noticed that when they add an attribute filter to a report the data options under the attribute selected do not match the attribute selected?They relate to a different attribute and not the one l selected

3
Michelle from Copper
Copper Employee
17 days ago
P
paulineNew Participant
asked in Reports

Reports show "No data for your filter selection"

Hi Copper Community, I’ve recently started using Copper and building reports based on report templates. However, activity related reports (e.g. Activity by User, Activity Touchpoints by Company /Person & Opportunity) do not seem to work. They always show “No data for your filter selection” although I’ve plenty of activities on companies and persons. I’ve tried adjusting data range to “all time” but it does not help.  Can anyone help? Thanks!

3
Michelle from Copper
Copper Employee
20 days ago
L
LexieNew Participant
asked in Reports

Reporting Opp Source ?

Hello! I had initially used a multi-selection drop-down to record custom field of source… only to find out after the fact that it does not feed into Source for sales reporting - oops! Before going into edit 1 by 1 each Opp Card, can someone please confirm that this field, with my custom sources, will in fact feed into the Source Report? Due to the 24hour delay in syncing, I can’t see the field attributes in my report now, and I dont want to spend the day editing only to find out later it doesn't feed into the Source Report.Thank you so much!!Summary: Does the custom data in the highlighted field below, when used in Opp Pipeline, feed into Source Reports? It’s not “drop down” but the icon/legend  is a Large dot with a smaller dot inside it.  

3
Michelle from Copper
Copper Employee
22 days ago
D
donbowmanEngaged User
asked in Reports

report editing: how?

In the help it says ‘click the edit button’.Where is this edit button? Each dashboard appears write once to me.All I can see is the ‘share’ button, which only allows selecting the admin.  

3
Michelle from Copper
Copper Employee
23 days ago
M
mnorcottNew Participant
asked in Reports

User Activity Report

How do I pull a report that tells me what my employees are doing daily in Copper?

1
Michelle from Copper
Copper Employee
1 month ago
C
CathyjbdNew Participant
asked in Reports

How do I export a list of tasks?

I am cleaning out old tasks from before my time.  There are several users involved.  How do I export open tasks with filters on it?  Also, I added Company as a column, and it isn’t showing up on the report once I receive the export.   

1
Michelle from Copper
Copper Employee
1 month ago
M
meganmEngaged User
asked in Reports

Drill down into pipeline projection

I am looking for a way to show details about opportunities for open opps with close dates this quarter, and, importantly, have *the same view* of these details for everyone.What I know so far: if you look at the pipeline itself, create a filter for status = open and close date = current quarter, you get the right content. However, when you select and rearrange columns so that only the info you want is shown, and in the order you want it, that view applies only to you. The next person who selects that filter (if you’ve saved it as a public filter) sees the content but not the arrangement and editing of columns. I need everyone to see the same columns in the same order.Over in legacy reports, pipeline reports don’t allow a drill down with opportunity fields showing, it appears.In the new reports, I don’t see a way to filter by close date.Am I missing something? TIA

9
Michelle from Copper
Copper Employee
1 month ago
H
Helen.RoeNew Participant
asked in Reports

Running Reports for Internal Use

Our company uses copper to track leads for franchise opportunities as well as house contact information for existing franchise owners. We would like to run reports based on geographical location. What would be our steps to take in order to be able to use these orders for our internal use?

1
Michelle from Copper
Copper Employee
1 month ago
J
JordanIBNew Participant
asked in Reports

Including Lead Description field on a Report

Is it possible to include the Description field for Leads in a Report?  I don’t see the option for including the field anywhere in the Insights Builder.  We use this field to provide a summary/notes for who the lead is, why we are targeting them, etc, that isn’t captured well by other fields - and it would be extremely helpful to include on table-style reports on leads/lead activity.

5
A
Copper Employee
1 month ago
A
ahodgkinNew Participant
asked in Reports

Exporting Notes

Is it possible to export notes that have been entered for each account? 

1
Michelle from Copper
Copper Employee
2 months ago
H
hashim7sNew Participant
asked in Reports

Fetch an Activity by ID API endpoint - Email Details

I have successfully obtained email activity via the Fetch an Activity by ID API endpoint. However, the Details element in the API response only contains the email activity subject content and other email header info e.g {"emails_details"=>{"sender"=>{"name"=>"xxxxxxxxxx", "email"=>"xxxxxxx@example.com"}, "recipients"=>[{"email"=>"xxxxxxxxx@example.com"}], "subject"=>"Email Question", "id"=>313147071}, "emails_date"=>1521594115}Where do I access the body content of the email activity?

1
Michelle from Copper
Copper Employee
2 months ago
A
ARCOEngaged User
asked in Reports

Can I use reports to create a spreadsheet of data to export for a mail merge?

The new reporting feature seems awesome, but way too advanced for me. I can’t figure it out...but what I’m trying to do, is use the date from Copper to merge into our proposal letter...is this something I can do? Where can I find really good information on how to use reporting...everything I’ve seen doesn’t address what I want to do and I’m having trouble interpreting what the videos show to my own needs….any help would be soooo appreciated.  

8
A
2 months ago
O
oliuNew Participant
asked in Reports

Lead Tracking

Is there a way to track incoming leads by the hour per day? I would like to see what time periods throughout the day we get the most traffic. As of now, the smallest increment of time on the reporting function is by the day. Could that be broken down even further? 

3
O
3 months ago
K
KyleTSSNew Participant
asked in Reports

Pulling Basic Info on one single customer at a time

Looking for some advice or direction on the following scenario, Situation: Currently we have someone that is copying and pasting information from Copper into a shared calendar event on google, 90% of the info is basic information like client name, company, phone number address, notes and related documents. This information is then printed and provided to our service team. Problem: There is a small margin of error in the copying and pasting as well the issue of the time this takes from an admin perspective.Desired Solution: Looking for a “report” or other solution that grabs the desired information required from the specific customer and comes out in some printable form (sheets file, doc, email, calendar event, pdf etc.) that can be given to our service team.Other important details: We are on the Gsuite product line. Most of our customers are one time customers with a single opportunity, occasionally there are multiple opportunities under one customer. 

6
Michelle from Copper
Copper Employee
3 months ago
F
FernandoNew Participant
asked in Reports

% of conversion of opps from one stage to another

Hello,How can I have a report with the percentage of opportunities we moved from one stage to another, in count and value?Thanks Fernando

1
Michelle from Copper
Copper Employee
3 months ago
mlto
mltoEngaged User
asked in Reports

Report insight - how to reorganize bars in bar chart?

I have a bar chart for different stages in my pipeline. but the stages are out of order on the graph. How do I reorganize an X axis to go in order of the pipeline stage flow? Thanks 

1
Michelle from Copper
Copper Employee
3 months ago
Jodi
JodiEngaged User
asked in Reports

How to build Insight of Opp with a value and length of stage

I am trying to create an insight that will show an Opportunity at the different stages and their value and what length of time they have been at that stage. Is that possible? 

4
Michelle from Copper
Copper Employee
3 months ago
Jodi
JodiEngaged User
asked in Reports

Inactive days by stage report

Is there a way to create an Insight that shows inactive days per stage for an opportunity? 

1
Michelle from Copper
Copper Employee
3 months ago
S
ShawnNew Participant
asked in Reports

"New Reports" Updating

When will the "New Reports" start updating more then once a day? this should update as changes are made in Copper so you can see up to the second reports... I was told numerous times since we purchased copper 12 months ago, that this was something Copper was working on. any idea when this will happen?

5
Michelle from Copper
Copper Employee
4 months ago
N
NicoleANew Participant
asked in Reports

Sales report tracking - company name, contact name, weighted rank, notes section

I’m interested in customizing a weighted opportunity report so that prospective companies are ranked  by the liklihood of closing new business.  Headers would include company name, contact name, weighted rank, notes section

7
N
4 months ago

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