How do I pull a report that tells me what my employees are doing daily in Copper?
Hi
I recommend you check out this guide to get started:
The fastest way to get started is to use our Activity by User dashboard template. In the Copper web app, go to Reports > Add Dashboard > Start with a Template > Activity by User.
If you prefer a bit of live help, my colleague Kevin also runs a weekly Reports Q&A.
Let me know if that’s helpful! :)
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.