Reports

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

  • 80 Topics
  • 212 Replies

80 Topics

Ravi
RaviEngaged User
asked in Reports

How often does the data refresh in Reports/Dashboards?

It’s telling me “Data last synced 11 hours ago” - how often is it supposed to sync?

1
Evan from Copper
Copper Employee
1 year ago
Ravi
RaviEngaged User
asked in Reports

What is the difference between Dashboards, Insights, and KPIs?

Can someone please clarify the difference between these items? Thank you very much

1
Evan from Copper
Copper Employee
1 year ago
Ravi
RaviEngaged User
asked in Reports

I'm not seeing all my custom fields in the custom field configuration for Reports.

Hi, I’m trying to add custom fields in the custom fields configuration but I don’t see all of them as an option. I’ve checked both Metrics and Attributes but don’t see them all. Can someone help?

1
Michelle from Copper
Copper Employee
1 year ago
MaryanneL
MaryanneLEngaged User
asked in Reports

Why is my data not showing in my dashboard?

I imported my data today but it’s not showing in Reports?

2
Michelle from Copper
Copper Employee
1 year ago
MaryanneL
MaryanneLEngaged User
asked in Reports

The months in my Insight chart are out of order. How do I fix this?

Is it possible for the chart to show months in sequential order? I haven't been able to find a way.

1
Michelle from Copper
Copper Employee
1 year ago

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