Reports

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

  • 105 Topics
  • 260 Replies

105 Topics

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
M
ManishaNew Participant
asked in Reports

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?

7
H
5 months ago
3
3DTNNew Participant
asked in Reports

Reports malfunctioning

My activity report is no longer pulling data for the week. What is causing this and how can I fix it? It would be great if I could see all the activity of what happened on the previous day. 

1
Michelle from Copper
Copper Employee
6 months ago
J
jlodgeEngaged User
asked in Reports

Is there a way to apply simultaneous attribute filters as ORs instead of ANDs?

I am trying to filter one of our custom reports by Source (across both lead and opportunity records), but I’m having a hard time capturing the data I’m looking for. The source field is not always updated on the lead record, sometimes it’s not changed until the record becomes an opportunity, so I can’t only use the Lead Source filter. If the source was updated on the lead record, it’s not updated again on the opportunity record, so I can’t use just the Opp Source filter. If I use the Lead Source and Opp Source filters together, it looks for a record that was updated as a lead AND updated as an opportunity record, which returns few or no results. Is it possible to apply attribute filters using OR logic?: Lead Source = Referral OR Opp Source = Referral

1
Michelle from Copper
Copper Employee
6 months ago
M
MilliNew Participant
asked in Reports

Unable to create report

I’ve been asked to create a report showcasing the number of leads and number of opportunities created over a certain period of time, grouped by owner. However, when I went to the Reports tab in Copper, there was nothing but a ‘That didn't go according to plan. Failed to initialize user.’ message. The option to create a Dashboard was also missing. 

1
Michelle from Copper
Copper Employee
6 months ago
R
RebeccaBEngaged User
asked in Reports

Export Tasks and ID for opportunity they are related to

I am trying to export a list of open tasks, but also need a way to identify which opportunity these tasks are related to. Ideally, this would be the Copper Opportunity ID.  Is this possible?

1
Michelle from Copper
Copper Employee
6 months ago
J
JonMicNew Participant
asked in Reports

altering timeframe in a report

It seems the timeframe (date range) you set in a report filter supercedes the timeframes set on the individual custom insights you add to that report. For example, I want the report to filter the next 4 quarters.Then have one graph I add to that report to show a monthly view of the first 6 months of that period.Then have another graph i add to show a quarterly view for the second 6 months. this doesn’t seem possible. Any ideas?

3
Michelle from Copper
Copper Employee
6 months ago
I
IanNew Participant
asked in Reports

How do I generate a list of contacts with no tasks assigned?

I have task lists. How can I find all contacts with no task assigned?

2
I
7 months ago
W
wigopNew Participant
asked in Reports

Dashboard Report

Halo Copper Team, Is there any possibility to delete the dashboard report that we already made? and how if we wanna put the “dashboard report” to the “main dashboard” Thankyou

3
Michelle from Copper
Copper Employee
7 months ago
T
TDrawerNew Participant
asked in Reports

Exporting or recreating a Legacy Report

There is a bar graph I find really useful under “Sales Forecast” in the Sales section of Legacy Reports. I’d like to export it, but don’t know how. Is there a way to export it, or can it be recreated somewhere else so that it can be exported?

1
Michelle from Copper
Copper Employee
7 months ago
K
Kelly is HereEngaged User
asked in Reports

Creating a Conversion Report: Team Members

Hello @Natalie from Copper and @Michelle from Copper I have a followup question.  So I may need to change the information on the conversion report from “owner”  to “team member” or even owners and team members.  How do I change this to see the success of each team member? I have it set up as 1 user but 2 team members and may add more team members before I add more owners. I would like to see how the team member is doing on lead conversion (won/loss/abandon) but cant seem to see how to separate out the team member to view.  The advice you gave to create a conversion report was excellent and easy to follow hoping this is just an “add” to that report or a 2nd report is fine too. Also, not sure if this is important, I have manager status and I have given my assistant just member status. Thank you, Kelly

5
Michelle from Copper
Copper Employee
7 months ago
J
JonMicNew Participant
asked in Reports

Scenario forecasting

Is it possible in Copper to build scenarios into reports? In senior management (and for our BoD) we want to look at possible sales outcomes based on a couple ok key variables?  Secondly, we would like to see how accurate our forecasts are over time and adjust our assumptions (e.g. probability of close in any given stage) based on sales performance. Are either of these (or both) possible today within Copper?

0
J
7 months ago
K
KmacAusEngaged User
asked in Reports

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. 

1
Michelle from Copper
Copper Employee
7 months ago
K
Kelly is HereEngaged User
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!

7
K
8 months ago
J
JonMicNew Participant
asked in Reports

Reports not updating

It’s been several days since i updated the stages and some other details of multiple opportunities in the pipeline, and these changes are not being reflected in Reports. Any ideas?

1
Michelle from Copper
Copper Employee
8 months ago
A
AprilNew Participant
asked in Reports

Activities Report - Script Runs Too Long and Can't get the rest of my activities

I am trying to get all of the activities on People and Companies using custom reports. The instructions say that “Due to the script execution time limit of 6 mins from Google, this process may need multiple runs.” It tells you to check the last row on the second sheet. If it matches the last row on the third sheet you know it is complete. My last rows are not matching. But when I try to run the script again, I receive this error: “A sheet with the name "User Activities on Companies" already exists. Please enter another name.” How can I get it to run all of my activities?

0
A
8 months ago
L
LeoGon22New Participant
asked in Reports

Closed Opportunities with "sent proposal" as stage report

Does anyone knows how to export a report with all Closed Opportunities with certain stage as filter?

3
Michelle from Copper
Copper Employee
8 months ago
C
cjbNew Participant
asked in Reports

Reports: reorder bar in my bar charts

Hi there, I have created a view to reflect the value of opportunity at each stage of my pipeline (with some additional filters). Unfortunately I have not been able to change the order of the bars. They should show in the order of my pipeline. This is an attribute used in the “view by” of the custom made report. The only sorting option I see is on the metrics (opportunity value in my case).This seems like a very basic reporting, I was hoping someone could help with this.Thanks,Chloe

1
Michelle from Copper
Copper Employee
9 months ago
P
ProACT SamNew Participant
asked in Reports

Empty report

my reports show my small team members all with the same name \empty value’

1
Michelle from Copper
Copper Employee
9 months ago
S
ShawnEngaged User
asked in Reports

Updating of "New reports"

When will the "Reports" start updating more than 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 18 months ago, that this was something Copper was working on. Any idea when this will happen?I posted the same topic more than 5 months ago and the reports still only update once a day, if we are lucky. Last night at 10pm Copper said “Reports are updated as of yesterday”. This means the report that i’m looking at has old data.The last time I posted this I was told on January 18, 2022  “I’m following up internally on this. I’ll let you know as soon as I have more information.” but never heard back and have not seen any change.

5
Michelle from Copper
Copper Employee
9 months ago
H
hayley.croteauNew Participant
asked in Reports

Making a report dashboard public

Hi, When reports first came out it, new dashboards I created were public within our org. Now they default to private and I can’t figure out how to change. Can someone help me? Thanks,Hayley 

3
Michelle from Copper
Copper Employee
9 months 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.   

6
Michelle from Copper
Copper Employee
9 months ago
J
Jim DNew Participant
asked in Reports

Creating a report listing contacts made with a certain target category of customer

Would like to periodically produce a report for our principals listing contacts/impressions made our organization’s made with a particular target audience.

2
Michelle from Copper
Copper Employee
9 months ago
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
10 months 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
10 months ago

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