Reports & data

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

  • 148 Topics
  • 299 Replies

148 Topics

E
Eliah PNew Participant
asked in Reports & data

Exporting Leads not possible

In the Copper Application I am the Owner of the Company. Therefore I should have all Permissions. As of now, neither I, nor anyone else is able to export ANY Data from Copper. When I press the button to get the List of Information, the field at the bottom of the page appears where it says, that I will get a Mail with the Data. But no Mail ever arrives. The Problem is not in my mails, as they work perfectly fine and there is also nothing in the spam. 

0
E
4 days ago
K
KmacAusEngaged User
asked in Reports & data

Adding targets for individuals and company to show in reporting

We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target. 

2
J
10 days ago
M
mlieblichNew Participant
asked in Reports & data

Copper Export feature not working

Hello, When I try to export people it says “Export started. You'll receive an email to download the file when it's ready.” then I never get an email with the exported data. I have used this feature in the past and it has worked before but it has since stopped working. I checked my junk folder, and I have tried this several times over the past week. Please advise. 

0
M
29 days ago
T
tramdoingthingsNew Participant
asked in Reports & data

Copper email tracking problem

Hi guys, In the last 2 weeks, every time i view an email i sent to a prospect, Copper will count it as one view from the receiver.  So basically i sent an email to be tracked, opened the email by the same laptop (the same IP address) and Copper still cant manage to filter that out. Now I dont know if the email was  actually opened by the prospect or not, because it could just be me that who opened it and got counted. Anyone got the same problem? I have only experienced recently and it is super annoying because it gave me false positives.  

1
J
30 days ago
R
RainerNew Participant
asked in Reports & data

Opportunities - Board View - edit opportunity card fields

We would like to use opportunities for our product development pipelines.Is there any chance that you can include all fields in the ‘edit opportunity card fields’ drop down menu?We would like to show custom field content on the opportunity cards to help us see at one glance what the next step for that project is and when it should be finished.

2
S
Community Manager
1 month ago
J
Js11358New Member
asked in Reports & data

Activity Export Job finishes before all activity is exported

I’ve tried multiple times to export our activities for companies and people and I can never get a full list of activities. It always cuts off very early on in my list of companies/people. For example the list of companies goes from A-Z and the activities ends at companies beginning in C. I see in the article https://support.copper.com/en/articles/8823410-google-sheet-add-on-how-to-export-activities it says you may need to run the job multiple times, but I get an error saying the sheet name already exists when I try to run it again, and if I change the sheet name, the export starts from the beginning (A) and doesn’t export fully again. How do I run the export job multiple times to get a full list of user activities per company?

0
J
1 month ago
J
jfrList views beta tester
asked in Reports & data

sending full reports to third parties

When I send a PDF of a report it cuts off after about 20 rows. How do I send a full copy of the report to a non-Copper user?

0
J
1 month ago
J
jtagliaferroEngaged User
asked in Reports & data

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. 

7
N
1 month ago
P
paulineNew Participant
asked in Reports & data

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!

4
K
1 month ago
P
patrycjadEngaged User
asked in Reports & data

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!

6
K
1 month ago
T
TatianeNew Participant
asked in Reports & data

Urgent: Currency Conversion Feature Implementation in Reports

Dear Copper Support Team,I’m facing an issue with currency handling in our reports within Copper. Our operations span multiple countries, and the system currently sums up values in different currencies without considering exchange rates, leading to inaccurate reports and skewed KPIs.Request: We urgently need a feature that allows for currency conversion in reports, enabling us to view consolidated figures in a single, selected currency. This functionality is essential for accurate financial analysis and is already a part of Copper’s capabilities but needs to be activated or made accessible in reporting and opportunity fields.Action Needed: Please contact me as soon as possible to discuss the implementation of this feature. This adjustment will significantly enhance our efficiency by eliminating the need to manually convert data outside Copper, saving time and reducing errors.Thank you for addressing this promptly.Best,Tatiane Vita.

0
T
2 months ago
K
kwinklerNew Participant
asked in Reports & data

Deactivated Fields

If you deactivate a field, is any data that was stored in that field lost? Or does the data reappear once the field is reactivated?

0
K
2 months ago
D
DCRackleffNew Participant
asked in Reports & data

Adoption and Data Quality Metrics

What metrics do people use to measure CRM adoption and data quality?

0
D
2 months ago
S
Shane LNew Member
asked in Reports & data

Report to show the month an opportunity moves from one stage to another

I would like to make a report to track and show when opps go from one stage to another. This is critical to measure certain biz metrics to align our team for success. It looks like 2 years ago this functionality in reporting didn’t exist:  Does it exist now, or is this something I have to track manually? If manual, is there any way I can manually go opp by opp to see the exact date each opp was moved from one specific stage to another? Need this historical data to run an analysis, I would imagine that metadata is tracked and stored somewhere. Thank you.​​​​​

0
S
2 months ago
S
steveyoungburnsNew Participant
asked in Reports & data

Opportunity import errors

I am running into errors matching fields while importing Opportunity data. Copper is finding errors that I already fixed, or that weren’t there at all. In one instance, Copper combined two of my fields and the correct field data was not available as a match option. I tried importing from Excel and Gsheets, no luck. Tried logging out. and clearing cookies, but Copper is still experiencing the same errors. Other than the specific field errors the import looks fine. I understand the process fairly well, and cannot figure out what to do different to get Copper to see correct source data. Anyone else run into this and find a workaround?

0
S
2 months ago
T
TeeleNew Member
asked in Reports & data

Tracking the use of email templates

I would like to report on the number of shared general templates the team is using to engage with clients and respond to general enquiries. Is there a way I can do that? 

0
T
3 months ago
G
GLWFS-1New Participant
asked in Reports & data

Activity report for a Contact

I am in an industry where from time to time I will need to create a contact report (PDF) for a single contact with all of their activities (calls, notes, etc) listed in that report.  In other words, if I needed to know everything that I have done pertaining to a contact, this report would tell me that. I have looked around to see how I can accomplish this, but I am not getting any traction. Thanks!

1
prozaro
3 months ago
B
BrianBalboniNew Participant
asked in Reports & data

Activity by Individual User View of Dashboard

Hello, I have a need to be able to filter the Dashboard activities in order to scroll through the client communications that my sales/services team members are having in reverse chronological order.  It seems like a minor change to the Activity View on the homepage dashboard.  Is there a way to view the information in this fashion.  

0
B
3 months ago
T
tramdoingthingsNew Participant
posted in Reports & data

Copper email tracking problem

Hi guys, In the last 2 weeks, every time i view an email i sent to a prospect, Copper will count it as one view from the receiver.  So basically i sent an email to be tracked, opened the email by the same laptop (the same IP address) and Copper still cant manage to filter that out. Now I dont know if the email was  actually opened by the prospect or not, because it could just be me that who opened it and got counted. Anyone got the same problem? I have only experienced recently and it is super annoying because it gave me false positives.  

0
T
4 months ago
M
ManishaNew Participant
asked in Reports & data

When do the reports refresh?

I understand that the Copper reports refresh three times a day. I was just wondering at what times do they refresh so I know when to check them?

8
J
4 months ago
S
sstormsNew Participant
asked in Reports & data

How do you log an activity from a tabloid (IPAD)

From a phone, you can Log and Activity (like write a note) after a call.You can also send an email from the Activity section. When I jump to my IPAD- it does not work. There is no “LOG ACTIVITY” button , so I’m unable to log anything. Frustrating. Any suggestions?  

0
S
4 months ago
J
JMcGloinNew Participant
asked in Reports & data

Exporting select emails

Hello. I would like to export the email contents of a particular client - going for collection and the emails will provide the background to our claim.Is this possible? Thanks in advance for your assistance!Julie

0
J
4 months ago
C
coleNew Participant
asked in Reports & data

Exporting Activities Broken

I was attempting to follow this Support Page, and the critical “import data” button is missing from the Copper Add-On Menu. See attached photo showing Copper Add-On dropdown with “Get Activities” but no “import data” option. Please help.

0
C
4 months ago
Z
Zack GatesNew Participant
asked in Reports & data

Match Opportunities With People - Help Article Not Up-to-date

Hello,  I am trying to match up my Opportunities to my People using this workaround: https://support.copper.com/hc/en-us/articles/115002803763-Add-a-Copper-ID-to-the-People-record to create a merge-able set of data that I can merge and migrate elsewhere.The problem is, it is out of date. There is no “ProsperWorks ID” as indicated in Step 7.We need to move forward with our migration. Any help would be greatly appreciated. 

1
Z
4 months ago
S
SashenNew Participant
asked in Reports & data

Zip Code Reports

Hi! Is there a report that you can run by all your zip codes?  To create a pie chart and where your business is mostly saturated? 

0
S
5 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings