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Understanding Reports Date Range

  • 17 December 2021
  • 5 replies
  • 28 views

Userlevel 1

I’m working on gathering EOY metrics for my company. When I select a date range on Copper’s Reporting dashboard it seems like Copper automatically sorts by close date. Is that correct? Is there a way to select by the date when I create an opportunity in Copper instead? 

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Best answer by Natalie from Copper 20 December 2021, 16:47

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Userlevel 5
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Hi @Emclark, I’m just grabbing my colleague to help with this question. She’ll answer here shortly!

Userlevel 3

Hi @Emclark, You have a few options on your report dashboard date ranges. Here is a quick Loom video walking through those:

 

Please let me know if you were trying a different approach or if you have any additional questions!

 

Thank you,

Natalie

Userlevel 1

Thanks Natalie and Michelle - this is very helpful! 

Userlevel 3

My pleasure! Let me know if any other questions arise while you’re working on this. We’re here to help.

Userlevel 5
Badge +5

@Emclark all the credit goes to Natalie!

By the way, I’m going to mark her video reply as “Best Answer” so that other users can find it easily. Let us know if you have any follow up questions.

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