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Reports

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

101 Topics
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101 Topics

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CV_mikegNew Participant

asked in Reports

How to build Lead to Opportunity conversion report

I’d like to build an insight that allows me to see for the past period (week / month / quarter) how many leads were converted to opportunities, their value, and by lead owner.

1 year ago

RobWoods5488New Participant

asked in Reports

Legacy Reports Activity Report - Detailed insight

In Legacy Reports when viewing activities; Is there a way to get more detail or take the user to all the activities that have been completed to view them? Can I click on the meetings for a rep or other activities and be brought to a page that lists them in a view with the most recent being listed from top to bottom? Thanks, Rob Note from Copper: Legacy Reports will be sunset at the end of 2022, and are not available for net-new customers as of April 2022. Admins can use our reporting suite to track company performance.

1 year ago

jlodgeEngaged User

asked in Reports

Hiding Columns Used For Calculated Measures In Insights Builder/Dashboards

In Insights Builder tables, is there a way to hide columns that are used to create calculated measures?For example: I am interested in calculating and displaying the percentage of leads that receive a demo each month, but I don’t want to display the raw numbers used to calculate that percentage.

1 year ago

DMenardNew Participant

asked in Reports

Can Commission Calculation Be Added to Dashboard as Forecast?

I run a real estate brokerage firm, i will be relying heavy on accurate reports and using the CRM as a tool that will allow me and my individual team members to scale their business by knowing the anticipated commission from deals.Can Commission Calcution be added to the Dashboard as a forecast?

1 year ago

bkellyEngaged User

asked in Reports

Calendar Event activity type - what is the source?

I think that the “Calendar Event” activity type is intended to relate to any event that occurred in the past that has at least one Person or Lead listed as an attendee at that event.But, when I view the Activity by User Legacy Report, the counts are much higher than I would expect. For example, when I filter on the current week, I see a count of 6 activities of type “Calendar Event” but my synced Google Calendar only has two events that included an attendee that is a Lead or Person in Copper.I haven’t found a way to “show me the 6 calendar event activities” that are referenced in that legacy report, which makes this challenge to determine what might be causing the unexpectedly high count. Has anyone else run into this inflated activity count for Calendar Event types?

1 year ago

asmithNew Participant

asked in Reports

Reports - Insight Builder - Tag Function not working

I have a Insight where I want to filter out a specific tag for People Data. When I created this insight, the removal of the tag worked correctly. Fast forward a week, and the tag removal no longer works. I get the same number of clients whether the tag is turned off or on. The underlying data is correct. The only change I have made to the people data since the creation of this insight was to downloaded/re-imported all of my people data for some data cleaning. I did not touch the Tag field and if you look at the People page, the tag still exists. Has anyone else ran into this issue or have potential solutions?

1 year ago

patrycjadEngaged User

asked in Reports

Data syncing in reports - what time?

Hello, I have read on Copper that the data sync for Copper reports happened every 24hours. However I have not been able to find exactly what time this sync occurs? We would like to know when that happens in order for our scheduled emails to always send over reports with data that is up to date. Is there a way to set up a specific time for when we wish that sync to occur? I appreciate anyone’s help and information on this!Thanks

1 year ago

patrycjadEngaged User

asked in Reports

Reporting on Pipeline/ stage stats

I just wanted to ask if anyone knows whether there is a way to report on what the state of the pipeline is as the report is sent? I am keen to report on the current Opp count in each stage, the current values etc, but almost in real time as the report is sent. Thanks :)

1 year ago

bjoerngoerkeNew Participant

asked in Reports

Do you know how to create a cohort analysis for understanding the pipeline mechnics

I would like to understand how opportunities move through the pipeline, e.g.what are the conversation rates from stage to stage how long do opportunities stay in a stage and so forthDo you know where to find this or how to create such a report?

1 year ago

brieandoNew Participant

asked in Reports

Tracking proposal sent / month

One of the heart beats of my business is how many proposals sent a month. If we do 4 & 75% conversion, we’re good. I’m trying to find a way to track this metric. I’ve tried a few approaches on this and did have a very manual solution but I want to make it easier to manage.Currently, my best idea was to create a custom field on opportunity (Proposal sent - DATE) that automatically populates when I move it between stages (proposal → follow up) in my opportunity pipeline. The idea was to count records with proposal sent in certain dates (this month, this Q, this year) but it looks like DATE fields don’t appear either as attributes or as part of the date filter drop down. Has anyone tackled an issue like this?

1 year ago

Andrew SCopper Employee

posted in Reports

Your opinion matters! Reports feedback survey

Hi Copper! It’s Andrew from the product team. We’re looking for feedback and opinions on our recently launched Reports feature.Let us know what you think in the survey linked below! Reports feedback survey We’d love to hear from you! If you haven't had the chance to try Reports yet, please answer the first question and let us know why. We value your time and your candid feedback, and we appreciate you taking the time to provide your feedback.We use this feedback to help set our product priorities. Make your voice heard by taking the survey! Kind regards,Andrew S, Sr. Product Manager

1 year ago

Mike GNew Participant

asked in Reports

Exporting opportunities

I am trying to export the current opportunities, but the reports seem to include old deleted opportunities and do not include the most recently added. Even where I have changed the value - the report still stubbornly includes the old value. Any suggestions on this would be most appreciated. Thank you.

1 year ago

GamingSquadEngaged User

asked in Reports

Auto refresh

Copper is no longer auto refreshing. For instance it does not refresh opportunities when I sort them in a new order which it has always done up to now. Also the tasks list is not refreshed with up to date data when you revisit it. You have to press F5 to refresh. It used to do this itself. What has gone wrong?

1 year ago

mervzEngaged User

asked in Reports

How to calculate Lead Conversion Rate between leads and Opportunity in Reports/Insights

Hi Team,From my understanding, we can create special calculation using Insights Builder right?But how do we calculate Lead Conversion Rate between leads and Opportunity in Reports using the Scorecards / Key Performance Indicators? Thanks-Mervz

1 year ago

DelphineEngaged User

asked in Reports

New Report Edit widget keeps disappearing. Normal?

Hey guys, The Edit widget in new reports seems to disappear rather often which makes it hard to explore capability of the module. Is this happening to anyone else? and.. how can I prevent this from happening?

1 year ago

Juan FernandoNew Participant

asked in Reports

Inactive user history data

Hi,I have members of the team leave the company and I usually re-assign their account available to a new member, but I would like to keep the data from the ex.member separately for data analysis.Is there a way to do this?

1 year ago

EmclarkNew Participant

asked in Reports

Tracking Days Between Opportunity Created and Result - Reporting

Is there a way to track the number of days between opening an opportunity, and when that opportunity reaches a specific stage in a pipeline? I’ve figured out how to calculate the days between Open and Closed, but I’m really hoping to be able to track how long it takes an Opportunity to move from Open to reach Negotiations Started, or Negotiations Start to Won.

1 year ago

MMellonNew Participant

asked in Reports

Will my custom fields appear in the Copper Custom Report Builder (Google Sheet Add-on)

I’m trying to use the Custom Report Builder to create a pivot table analyzing data contained in custom fields that I created days ago. Which columns appear in Custom Fields exports made using the Google Sheets Add-On? How often do these columns update? What dictates the order in which columns appear in the export?

1 year ago

darrenphNew Participant

asked in Reports

Activities in new Reports Dashboard

I'm trying to replicate the "Activity by User" legacy report in the new reports- is this possible? I'm not seeing activity data attributes in the new reports

1 year ago

MaryanneLEngaged User

asked in Reports

What is the difference between Reports and Legacy Reports?

I see both in my sidebar but I’m not too sure what the difference is. Note from Copper: Legacy Reports will be sunset at the end of 2022, and are not available for net-new customers as of April 2022. Admins can use our reporting suite to track company performance.

1 year ago

darrenphNew Participant

asked in Reports

What are attributes and metrics?

What are attributes and metrics and what’s the difference?

1 year ago

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 year ago

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 year ago

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 year ago

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?

1 year ago

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